Archive

Explore our archive of insights for your financial plan

Archive

5 Ways to Be More Intentional with Charitable Giving

Give to charities with purpose and intent this year using these five strategies.

Hank Dunbar

Charitable & Philanthropic Services Manager

Archive

2022 Year-End Planning Guide

Review your financial plan and consider options to protect your wealth with our 2022 Year-End Planning Guide.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

How High Income Earners Can Save for Retirement

The backdoor Roth IRA strategy opens opportunity to higher-income individuals despite income limits.
The backdoor Roth IRA strategy can be a viable alternative to save and invest for retirement.
Archive

How Key Person Insurance Can Protect Your Business

You work hard to ensure your company's success. Use key person insurance to protect every part of it.
When you own and operate a closely held business, it's critical to ensure every aspect of it is appropriately insulated from risk.
Archive

Protect Your Financial Plan With Long-Term Care Insurance

Before incorporating long-term care into your plan, it’s a good idea to understand the types of policies available.
If you plan early enough, you may also be able to save money on a policy, as premiums are based on your age and health at the time of policy issue.
Archive

Consider Life Insurance to Protect Your Loved Ones

With so many life insurance options available today, there’s an appropriate policy for everyone.
Life insurance provides financial security to survivors when they need it most.
Archive

Protect Your Financial Plan with Insurance

An in-depth insurance discussion and coverage evaluation are essential in the financial planning process.
Coordinated with your financial plan, insurance can ensure your objectives are fulfilled as you intended.
Archive

The Pros and Cons of 529 Plans

Take a deep dive into 529 plan structures and options to help you understand which may be best for your family.
Among the many available education savings options, 529 plans are one of the most popular vehicles for families and students.
Archive

The Benefits of Giving to Educational Institutions

If you want to make gifting to an educational institution part of your legacy, here's what you should know.
In 2020, Americans gave a staggering $71.3 billion to support education causes.

Hank Dunbar

Charitable & Philanthropic Services Manager

Archive

Your Education Planning Options

The benefits of a college education can last a lifetime, but the cost of college grows more expensive each year.
The best way to build a college fund is to start saving money today.
Archive

 Is a Spousal Lifetime Access Trust Right for You?

Spousal lifetime access trusts, or SLATs, are a popular tool used for lifetime giving. See why more couples are using them.
 Typically used as a planning technique between married couples, SLATs can also be set up in other relationships, such as siblings.

Will Creech

Wealth Planning Strategist

Archive

Debating Selling Your Business? Get an Informal Valuation

Informal valuations can be useful when you haven’t committed to an ownership transfer transaction yet.
The process of getting a formal valuation is exhaustive and requires many records including inventory lists, audited financial statements, tax returns and more.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

How to Avoid the Squeeze of the Sandwich Generation

Women in their 40s and 50s who find themselves supporting multiple generations of family members are caught in the sandwich generation.
Archive

Fiduciary Duties Nonprofit Boards Should Know

First Citizens Manager of Philanthropic and Charitable Services Hank Dunbar and Brooks Pierce Partner Bob Saunders, discuss fiduciary duties for nonprofit boards.
Archive

Women and Retirement Planning: 4 Common Hurdles to Overcome

While women face hurdles that often affect saving for retirement, there are ways to overcome them and create a sound financial plan.
Small actions on a regular basis can put women on a path toward a stable retirement savings plan.
Archive

How Do Women's Financial Needs Differ From Men's?

When it comes to financial security, it's important for women to fully understand what their financial hurdles may be⁠—and how to overcome them.
Women are their own best advocates in everything they do, and that includes having a better understanding of their financial situation.

Showing 1 - 16 of 42 results

Showing 1 to 16 of 42 results

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