Matthew C. Hammer, CRPC - Wealth Management
Discover expert insights, market forecasts, and best practices in our latest issue, crafted to empower financial advisors for success in the year ahead and beyond ...
Leal Deddens, CFP®, CRPC® - Wealth Management
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New OBBBA Tax Rules Reshape Charitable Giving in 2026
Nov 26, 2025 · High earners face new limits on charitable deductions starting 2026. Learn key strategies to maximize tax benefits now
Celebrity Estates: Leon Spinks ands Estate Planning Lessons for First ...
May 27, 2025 · Explore estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.
Rare Earth Metals Investment Guide for Advisors - Wealth Management
Jan 5, 2026 · Zephyr's Adjusted for Risk: Commodities to Know - Rare Earths in Your Portfolios Ryan Nauman and VanEck's Andrew Musgraves discuss the burgeoning interest in rare earth metals, their …
The Modern Annuity — Why It’s Worth the Look - Wealth Management
Jun 24, 2025 · The Modern Annuity — Why It’s Worth the Look Modern annuities offer innovative solutions for today's retirement planning challenges.
How to Stop Client Estate Plan Procrastination - Wealth Management
Jan 9, 2026 · How to Stop Client Estate Plan Procrastination Learn advisors' frameworks & tips for ensuring their clients' estate plans were signed and funded.
Creditor Protection in Retirement Accounts - Wealth Management
Sep 5, 2017 · Creditor Protection in Retirement Accounts Help clients in both bankruptcy and non-bankruptcy situations.