Stories: Advisor Stories

By Don Laubacher, CFP®, CPA, AEP®Senior Vice President, Family Wealth, Sequoia Financial Group The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Dec. 20, 2019 (that seems like a long time ago!). One significant...

Recent events in communities across America are painful reminders to all of us that systemic racial inequity and injustice in our society continues to severely damage the quality of life for Black people.  Our responsibility as your community foundation...

By Jesse Hurst, CFP, AIFImpel Wealth Management There were many benefits that came as a result of the 2017 tax law changes. The tax code was simplified, eliminating many deductions and loopholes. The standard deduction was doubled for most individuals and...

When a family business is considering a significant financial move, their accountant is often the first to know. That was the case for Pam Perrin Kostoff, daughter of Perrin Asphalt Company owners Charles and Patricia Perrin. After a record year of profits,...

Good business owners are known for their ability to capitalize on opportunity. This is especially true when deciding to sell their business. More and more business owners are using what is likely their largest influx of income as the charitable opportunity of...

"Are you happy doing your charitable giving over a 1-800 number?" A rather unconventional question from a financial manager, it was one of the first Dale Koblenzer of Merrill Lynch asked of his client, a local executive. The man had a donor-advised fund at a...