Insights

When most people consider a job offer, they tend to focus on one thing: salary. But while your paycheck is important, it’s only one piece of the puzzle. Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more.

When most people consider a job offer, they tend to focus on one thing: salary. But while your paycheck is important, it’s only one piece of the puzzle. Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more.

Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.  

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …

This material is provided by Barrington Wealth Management and written by Rob Garber from Strategic Talent Resources, a non-affiliate of CWM, LLC. Taking the next step. You’ve built a successful business. Assembled a great team. Forged strong relationships with your customers. And now it’s t …

Selling a high-value asset often comes with a significant downside: paying a substantial portion of your proceeds to the IRS. Fortunately, there are strategies that can help you retain more of your hard-earned gains, even after tax season.

Ask yourself this – who will you be, not what will you do. Life is full of changes. I still remember my high school English teacher saying, “The only thing constant in life is change itself.” Selling a business or transitioning it to the next generation is one of these many changes. So what …

The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …

IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …

It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.

70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.   Download Guide

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Chloe Quigley, CEPA, Business Exit Planning Advisor What’s the most important thing when selling your business? Certified Exit Planning Advisors know that there are three equally important components of an exit plan:

Whether you’re an experienced investor or new to the market, 2025 has brought an unprecedented degree of simultaneous market momentum and uncertainty. The first half of the year saw both sharp market swings and heightened volatility, leaving many investors feeling like they’re navigating un …

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. 

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.  Download the worksheet to get started.