Latest Posts

Experts

by Chad Hassinger on Nov 21, 2019

Finance

By Robert A. Mecca, CFP®, MBA
Vice President of Wealth Management

Isn’t it refreshing to know that you have a financial team with significant experience and education on your side who not only studies computer models, but also incorporates common sense, main street knowledge into the equation?

Transferring Your Family Business

by Chad Hassinger on Nov 8, 2019

Succession Planning, Estate Planning

Provided By Steve Gronceski, CFP®, AIF®
Vice President of Wealth Management

As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the business or keep it until you die.

60/40 Portfolios

by Chad Hassinger on Oct 25, 2019

Finance

By Thomas Pechin
IT Manager

Ah, October. For many of us, it is the month that conjures up images of changing leaves, cooler temperatures, harvest time, and Halloween. For me personally, it also brings the unfortunate realization that those wonderful days of summer are long gone, and it is time to start preparing for what lies ahead!

Cybersecurity Awareness Month

by Chad Hassinger on Oct 25, 2019

Technology

By Joshua Lawrence
IT Manager

Ah, October. For many of us, it is the month that conjures up images of changing leaves, cooler temperatures, harvest time, and Halloween. For me personally, it also brings the unfortunate realization that those wonderful days of summer are long gone, and it is time to start preparing for what lies ahead!

Gift and Estates Taxes

by Chad Hassinger on Sep 27, 2019

Tax Planning, Estate Planning

By Steve Barrett, CFP®, AWMA®, AIF®, CPWA®
Senior Vice President of Private Client Group

With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”