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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Threads In Time

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Threads In Time

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor I was talking last night with my Mother, Dr. Peggy Egger… She is doing great, still able to play golf so long as they are solo in their golf carts and use social distancing. I hope I have half of her energy and enthusiasm for life in twenty years.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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When Your Child Becomes Independent

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When Your Child Becomes Independent

Published by Stephanie Wilson, Director of First Impressions Ever wonder what it is like to see your child become more independent? I experienced this recently when my son started driving his vehicle.

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Life Changes

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Life Changes

Things your team here at Wise Counsel can guide you with. Published by Annah Russell, Director of Operations The additional services we offer here at Wise Counsel are beyond what money can buy.

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Consider Generosity

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Consider Generosity

Published by Sidney Meriweather, Relationship Manager Headlines, social media posts, videos, and market updates are flooding my daily life right now. There are so many things going on from a worldwide pandemic that feels overwhelming to the effect that it’s having on the global economy. Sickness, job loss, business closures, death…it all feels like too much.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Perspective on Market Activity

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Perspective on Market Activity

With emotions running hot and heavy in the markets today, here is my “real time” perspective on today’s market activity.

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