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An Executor Checklist

The Tricky Truth of Inheritance in the 21st Century

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Women’s Experience in a Decidedly Male-Tailored Financial Landscape

By: Kathy Longo, CFP®, CAP®, CDFA

The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.  

Since the year 2000, suicide is up nearly 30% in the United States. For women between 45 and 64, however, the suicide rate increased by 60% and suicide has now become one of the top ten leading causes of death among middle-aged women.[i] While there are many opinions about why we are seeing this alarming trend, one theory that resonated with me was the amount of pressure women have on them from their jobs and families as well as maintaining an image of having it “all together”.

When Paying Taxes What Should You Choose - Paper or Plastic?

Stephen Fletcher, CFP®, MBA, Wealth Advisor at BlueSky explains the many payment options that are available to the IRS.

Tax season. For many people, it is a stressful time of the year. Pulling together all of the tax information, sending it to a preparer, getting it back in time, checking numbers for accuracy and making any necessary payments before the deadline can feel like a Herculean task. While we can’t promise to make this whole process simpler through this blog post, we can at least help you streamline the processing of your tax payments.

Using an IRA Trust


Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.


An IRA trust is simply a revocable living trust designed to hold IRA assets. It will continue to house them after your death, but that will not prevent you from distributing those assets to your heirs. This is because an IRA trust also contains one or more sub-trusts, which can be designated and customized for your beneficiaries.1

How Millennials Balance College Debt & Retirement Savings

Submitted by Jared Bilodeau on March 30, 2016

TradePMR and AdvisoryWorld Partner to Automate and Streamline Financial Advisors' Workflows

​TradePMR Extends Free Month-Long Trial of AdvisoryWorld Reports on Demand via Fusion Advisor Workstation

TradePMR, an Introducing Brokerage Firm that provides brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients, today announced their partnership with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry. Through the partnership, TradePMR advisors will now have immediate access to AdvisoryWorld's Portfolio and Investment Fact Sheets via the TradePMR Fusion Advisor Workstation. Additionally, Trade PMR is extending a month-long free trial offer of these AdvisoryWorld Reports on Demand to current advisors beginning on March 16, 2016 and ending on April 16, 2016.

Financial advisers switch firms. Who is making a move?

Financial advisers move from firm to firm for various reasons, sometimes to get a lucrative recruitment package.

Strange Bedfellow? - By Joel Bruckenstein, CFP®

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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