Jeff Coté

With tax season rolling around, charitable giving is on our radar.

With tax season rolling around, charitable giving is on our radar. It’s also a smart time to revisit tax law changes and what they may mean for giving in 2026 and the years ahead: https://bit.ly/4rEEeT5

Just listened to a great conversation with Sam Kang from Schwab Family Office. He breaks down what ultra high net worth families really expect today, and why it’s about much more than performance. Listen here: https://bit.ly/4qaM9pH

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your bargain buy from being a bargain dud. https://bit.ly/45gKqW2

How to Help Identify Undervalued Stocks A falling stock price doesn't always mean a good deal. Here's how to help assess the potential value of a stock to know whether it may be the right time to consider it.

Did you know your life insurance policy could benefit you while you’re still alive? With that in mind, here are five common riders you can add to give your policy a boost. https://bit.ly/3YEooKx

Customizing a Life Insurance Policy With Riders How the addition of life insurance riders can help personalize your policy.

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/45xEHLc

Should You Pay Off a Mortgage Before You Retire? Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment portfolio. Here are the factors to consider when buying, renting, and selling a second home. 🏘️https://bit.ly/3OTnNkZ

Buying, Renting, and Selling a Second Home A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3s5G9pH

Don’t know where to start when it comes to retirement savings? Here are a few must ask questions to introduce you to the world of IRA’s. https://bit.ly/3s3v6h6

Must-Ask Questions: IRA Contributions What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

Stability or Flexibility? Which one do you value most when considering mortgage loans? 🏠 https://bit.ly/44WV3gH

Fixed-Rate Mortgage vs. ARM: How Do They Compare? Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?