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Weinlander Fitzhugh

Early retirement withdrawals: avoiding the 10% penalty

Uncover potential circumstances under which you can tap into your retirement savings early without facing hefty penalties. From qualifying plan specifics to the latest updates in IRA rules, this article is your go-to resource for penalty-free withdrawal strategies.

Year-end giving strategies for 2023

Make your year-end giving count! Discover the best strategies for 2023 to maximize your charitable contributions and tax savings in our latest article. Dive into the specifics of smart donating to ensure you’re making the most of your generosity.

Delaying retirement: a strategic move for financial security

Considering delaying retirement for better financial stability? This article explores the strategic advantages of working a few more years before you finally call it quits. Discover how this decision can significantly impact your financial security.

The 1031 Exchange Explained

In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we’ll explain how a 1031 exchange works and important considerations when using one.

What To Do With Old Retirement Accounts

You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts.

Grace under fire: tactful techniques for handling negative reviews

Uncover the power of online reviews in shaping your business’s public persona and their financial implications. Learn to identify fake reviews and respond strategically to negative feedback. Also, explore how to bolster your online presence with positive reviews and exceptional customer service.

Two Estate Planning Strategies to Help Protect Wealth

A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.