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Nov
11
2019

Trends in Charitable Giving

When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit. Here’s a quick review of a few charitable choices:

Sep
12
2019

A Decision Not Made Is Still a Decision

Investment inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes.

Jun
10
2019

Retirement Savings Versus College Savings

Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good one?

Apr
08
2019

The Cost Of Your Retirement Dreams

60% of pre-retirees hope to travel. What do you want to do when you retire?

Oct
15
2018

Long-term Care Planning Seminar - November 8, 2018

Can you picture what your long-term care experience will look like? Please join us on Thursday, November 8, 2018 for a complimentary Long-term Care Planning seminar.

Feb
05
2018

Estate Planning Seminar - Tuesday, February 20, 2018

RSVP today to join presenter, Marcus Kroll, Esq, of Kroll Law Firm, LLP as he addresses the most pressing concerns regarding effective estate planning. Tuesday, February 20, 2018 6:00 PM at The Woodcliff Hotel & Spa.

Sep
11
2017

Investment Basics: Your Guide To the Markets

Whether you are new to investing, or are looking for a clearer understanding of your current situation, we invite you to our upcoming seminar Investment Basics: Your Guide To The Markets on Thursday, October 19, 2017 at 6:00 PM.

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Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively.  Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.  

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