15 Best States to Retire in a Tax-Efficient Way

15 states to retire

Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal taxes will follow you wherever you go (even if you retire overseas), your state tax home will depend on the primary state(s) in which you…

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Duties and Responsibilities of the Executor of the Estate

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Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say goodbye, the pain isn’t lessened. We’re always left reminiscing about our time spent with them, and then doing our best to be strong in a future without them. As difficult…

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Should You Join the Second-Home Club?

should you join the second home club

The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family, or a rental income generator – and maybe all three – has lots of Americans taking the second-home plunge. Indeed, according to the National Association of Home Builder, the total…

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Pandemic-Era Estate Planning Trends

Estate Planning

Written By: Emily Boothroyd, Wealth Manager The uncertainty prompted by the COVID-19 pandemic has encouraged individuals to reframe their perspective on many aspects of life and reach a level of self-reflection that they may have never considered before. This is true to mental and physical health, as well as financial health. In all aspects of…

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Choosing an Executor for Your Estate.

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Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be…

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Ask The JD

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Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have on hand in case of an emergency. Should you have questions on your estate documents or are unsure of what to do, please give us…

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Here’s Why You May Need to Update Your Estate Plan

mansion in trees

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and…

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