Connections for Success


Goals-Based Planning


Five Tax-Planning Tips for Retirees
James V. Petitpren, II

The combination of Social Security, pensions and withdrawals from retirement savings can complicate tax-planning for retirees. If you are retired or approaching retirement, consider these five tax-planning tips.


Building Your Legacy
Frank L. Washelesky

“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.”¹  Shannon L. Alder The desire to leave a legacy may be the height of altruism, for it is a gift to the future; you may never witness the benefits of it nor […]


Nine Facts About Retirement
Luke Schillo

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you. […]


Estimating the Cost of College
James V. Petitpren, II

It does not take a degree in finance to see the cost of college continues to rise. In its 2017 report, the College Board showed that public four-year institutions raised prices an average of 3.2% annually between the 2007-08 and 2017-18 school years. Put another way, a $5,000 education in 2007-08 would cost $6,851 in […]

Forward Thinking