Latest Posts

What are the gift and estate tax rules after tax reform?

by cehassinger on Apr 24, 2018

Finance

By Jeremy D. Schares, CFP®, CRPC®
Associate Vice President, Wealth Management

On December 22, 2017 the Tax Cuts and Jobs Act was signed in to law beginning fiscal year 2018 and since that date we have been working to understand just what that means. The majority of the focus has been on what the impact is on income tax rates, deductions, etc. There were other major changes within this act pertaining to the Gift Tax and Estate Tax. These are two major items that have not been given their due that I wanted to share with each of you today. As always, if you have any questions, please feel free to reach out. Take care!

Fear of Missing Out

by cehassinger on Apr 19, 2018

College, Finance

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

Millennials are classified as persons born between 1981 and 1996. Up until recently, millennials were content living in their parent's basement or attic, using Uber and not purchasing or leasing a car, spending on coffee, eating out, and renting. But now with the economy growing and millennials having good-paying jobs while starting a family, more are seriously looking into buying their own residence as a condo, townhouse, or single dwelling house.

Stephen J. Barrett earns CPWA® Certification

by cehassinger on Apr 19, 2018

Finance

By Chad E. Hassinger, CFP®
Chief Executive Officer

Stephen J. Barrett recently earned the Certified Private Wealth Advisor® Certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Barrett is a partner at Strategic Financial Group, LLC and serves as Vice President of Wealth Management.