If you’re just getting started or have decided it’s time to start building up your short or longer-term savings, you may be wondering if a traditional savings account, a high-yield savings account, or a Certificate of Deposit (CD) is the right solution for you. Let’s take a closer look at three popular, non-retirement savings options.
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.
A fixed annuity is a contract between you and an annuity issuer, usually an insurance company. In its simplest form, you pay money to the annuity issuer; the issuer invests the funds and pays the principal and its earnings back to you or to your named beneficiary. What's fixed about a fixed annuity? The issuer guarantees (subject to its claims-paying ability) a minimum rate of interest on your investment and a fixed benefit amount if you elect to annuitize.
Charles Claver, Senior Vice President and Private Wealth Advisor, discusses structures and strategies to implement for passing your business to the next generation successfully.
Shopping for holiday gifts can be a daunting task. From long lines to out-of-stock items, the rush of the holiday season can be overwhelming. As you start thinking of potential holiday gift ideas for your children, keep in mind the things they have been asking for or things they could benefit from.
The fourth and final session in the symposium included a panel discussion with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, and all of the panelists that participated in the symposium earlier.
The third session in the symposium includes a conversation with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing and Ellen Dierberg Milne, Co-Owner of Dierberg/Star Lane Wineries and Board of Directors at First Bank, titled Being a Board Member & Owning A Winery.