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Newsroom

Post-COVID Financial Spring Cleaning

Now, we are sure that you spent your extra free time during the pandemic organizing your finances. After all, you’ve likely been at home, with all those papers just staring back at you. You probably got right on it after you finished your second novel. What, you didn’t? Join the club. But before the real world beckons, here are some steps you will want to take to get your finances organized this spring.

Apr 3, 2021

Newsroom

CBS MoneyWatch: Catching Up on Retirement

If you are behind on your retirement goals, there is still hope! Dustin Smith gives you some simple steps to get your retirement on track. 

Dec 14, 2021

Newsroom

Avoiding Scams Amidst the Chaos

Have you noticed lately that every time you pick up the phone, it’s someone trying to scam you? You’re not alone. With stimulus checks on the way and people wondering when their check will arrive, scammers are cashing in on the uncertainty.

Mar 21, 2021

Newsroom

Forbes: How To Manage The Net Investment Income Tax (NIIT)

Chris Schiffer, Senior Vice President, Financial Advisor - CRP quoted in Forbes.com on why you might consider a charitable remainder trust (CRT) to reduce NIIT liability.   Click here to read the full article. 

Mar 9, 2021

Newsroom

CBS MoneyWatch: Can You Retire Early? Should You?

Many folks dream of an early retirement, but can you do it without sacrificing your financial goals? Dustin Smith says how and whether early retirement is right for you depends on some objective factors. 

Dec 14, 2021