Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you...
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How Do Charitable Tax Deductions Work?

Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities...
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Financial Planning as a Show of Love

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a...
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Couples and Money: How to Better Your Finances Together

Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have...
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A Wall Around Your Wealth: The Importance of Asset Protection

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak...
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Making Financial Resolutions For the New Year

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of...
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Feeling Philanthropic? A Charitable Planning Primer

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do...
Client On-Demand Webinar

Finish the Year Financially Strong

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...
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Making Sense of Medicare and Planning for a Healthy Retirement

Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the...
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Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s,...
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How a Practical Risk Evaluation May Improve Your Investment Portfolio

Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best...
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Finding Financial Success After The Death Of A Spouse

Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a...

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