Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
READ MORECharitable endeavors & generosity
by Trey Pittenger | Mar 16, 2022 | Charitable Giving, P&A Articles
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
READ MOREFacing large RMDs from your IRA?
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement, Tax planning
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
READ MORESeven ways we have helped our clients
by Jon Sevenker | Dec 11, 2018 | P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
READ MOREFive ways we helped clients in the last month
by Jon Sevenker | Nov 8, 2017 | P&A Articles
Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
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