- May 3
Retirement Catch Up: How to Avoid a Mid-Career Savings Crisis
FINANCIAL PLANNING MATTERS Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU®, CPFA There are many reasons that you may delay...
- Jan 26
Financial Planning Matters: Our Top 3 Financial Planning Resolutions for 2022
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As we begin a new year, there are many New Year's resolutions to be made on...
- Nov 9, 2021
Financial Planning 2021: Remaining Flexible for Worst-Case Scenarios of Build Back Better
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® On September 15, the House Ways and Means Committee approved the tax...
- Aug 29, 2021
Financial Planning Matters: 529 College Savings Plans Can Benefit Multiple Generations
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® The cost of higher education was catapulted to center stage during the most...
- Aug 3, 2021
Financial Planning Matters: Now is Best Time to Talk to Your Children and Grandchildren About Money
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As a parent, you have an important responsibility to inform your children...
- Jun 14, 2021
Financial Planning Matters: Our Top Four Tax Mitigation Strategies Ahead of New Legislation
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® With a change in tax legislation all but certain, we are fielding more and...
- May 11, 2021
Financial Planning Matters: On The Proposed Capital Gains Tax Increase
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® President Biden proposed significant changes to the treatment of capital...
- Apr 15, 2021
Financial Planning Matters: Tax Policy Impacts to Life Settlements and After-Tax Profitability
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® Insurance policy holders must be aware of shifts in regulations and...
- Mar 23, 2021
Financial Planning Matters: Roth IRA Conversion: Protecting Retirement Assets from Rising Tax Rates
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® President Biden has made it clear that tax reform under his administration...
- Feb 7, 2021
Uncertainty in Estate Planning: Strategies for Potential Tax Changes During the Biden Administration
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® With a new administration now in place, the accompanying changes to tax policy...
- Jan 12, 2021
Introducing Financial Planning Matters: Key Topics Directly Impacting Your Financial Future in 2021
Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As we look back on 2020, a year in which “just making it through the day”...