If you sold in May and went away this year, my condolences. The third quarter is off to a healthy start. Investment markets performed well in July, and while second quarter earnings are down compared to a year ago (as expected), forecasts call for recovery in the second half and a strong outlook for 2024.

Have you ever Googled the answer to a question that you were too embarrassed to ask anyone else? For example, “Why does my dog keep sniffing my eyes?” or “Why am I lightheaded?” My sister and close friends know the first thing they need to do when I pass away is to erase my Google […]

What to expect during your first Retirement Plan audit.

When it comes to credit cards, there are many different types of cards you can carry, some of which include standard cards, travel cards, cashback cards and store specific credit cards.

Mike Odar reflects on the 25 years of Greenleaf Trust

After a challenging 2022, investors should be pleased with the market experience in the first half of 2023. In stark contrast to a period when both stocks and bonds moved lower together, financial markets have largely been in recovery mode over the last six months. Several positive themes have bolstered markets including a strong labor […]

The selection of a trustee is pretty much the choice between either a professional or an amateur

The triple tax benefit of Health Savings Accounts

How to Help Participants Balance Current Needs vs Future Security

Trusts are a major part of most estate plans and attorneys and financial advisors love acronyms to describe the various types of trusts, but what do all these letters mean and what purposes do they serve?

Our Retirement Plan Services Division traces its roots back to the foundation of our company in 1998.

The US Department of the Treasury manages payments for the federal government. Congress, by law, limits the maximum amount of debt that the Department of Treasury can issue to finance budget deficits. This limit is commonly referred to as the “debt ceiling.”

When it comes to investing for retirement you have a multitude of options to choose from. Making the decision about how you are going to manage the taxation of your retirement plan contributions makes the decision even more complex.

Let’s explore some options worthy of consideration for the administration and distribution of real estate assets.

SECURE Act 2.0 offers a creative solution for funding Roth IRAs for the youngest members of our families by leveraging excess 529 plan savings.

One of our founding goals in 1998 was to find really talented teammates and create a culture that would engage and inspire them.

The second quarter of 2023 is off to an interesting start. For the most part, investment markets performed well in April and first quarter earnings season is shaping up better than expected.

Lifetime gifts remove the asset, and any future asset appreciation, from the donor’s taxable estate.

Recent Perspectives articles have called attention to the newly passed SECURE 2.0 Act of 2022, which initiated several retirement plan changes and enhancements.

While the strategy of aggressively raising rates can affect various aspects of consumers’ lives, it also creates an opportunity to reevaluate and refresh the traditional financial planning guidance that has been in place for the past decade.