Search Results

MEET OUR ADVISORS Let tomorrow begin today . Your future starts now. Let us be your guide. CONTACT US Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals. With a team of over 20 financial advisors, we give clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. Our trusted advisors provide independent counsel so you and your loved ones can feel confident in your financial journey. Our Values: Independence We provide independent, unbiased counsel and a customized financial plan that is right for you and your loved ones. Trust We value the trust you are placing in us and our business ethics and we accept that responsibility with transparency. Confidence We can help you feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow. Serving Clients In 41 STATES Assets Under Management* $3.9 BILLION *As of 06/30/2025 Founded in 1990 A heart for giving back. At Infinitas, we believe in making a positive impact in our community and beyond. We are not only dedicated to providing exceptional financial services but also to giving back through meaningful charitable efforts. Through our commitment to social responsibility, our team volunteers their time and expertise to support local causes, making a difference in the lives of those in need. Furthermore, we are proud to offer grants that empower organizations and individuals who are driving positive change. LEARN MORE 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Meet Our Advisors Infinitas has over 20 financial advisors ready to help you achieve the financial well-being you deserve. Our experienced team is prepared to address your wealth management needs. We realize there is no one-size-fits-all approach to wealth management, which is why we're prepared to look at your entire financial picture to find the best solutions for you. CONNECT WITH US View Team Directory > Wade Carpenter CFP®, AIF®, ChFC® Senior Partner Tim DiSette ChFC®, AIF® Senior Partner Ray Evans CFP®, AIF® Senior Partner Randy Johnson AIF®, CFP® Senior Partner Brook Deaver CFP®, MBA Partner David Pacer CFP®, CRPS®, CPFA Partner Jerry Perfect CFS®, AIF® Partner Jim Stanziola JD, ChFC®, AIF® Partner Tammy Tetzlaff AIF®, QPA, QKA Partner, Retirement Plan Solutions Chad Berg Financial Advisor Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® Financial Advisor Jack Evans CFA® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Susan Geiersbach CFP® Financial Advisor Jim Heeney AAMS® Financial Advisor Scott Herz Financial Advisor Adam Hutsell CFP® Financial Advisor Melissa Myers Financial Advisor Michael Orndorff CFA® CIO, Financial Advisor Michelle Poston CFP® Financial Advisor Blake Workman CPFA Financial Advisor

(913) 563-7300 sam@infinitaskc.com Visit Sam's LinkedIn Sam DiSette FINANCIAL ADVISOR AIF® Sam joined Infinitas in 2022. As a Financial Advisor, Sam’s role within the team is performing background data analysis, research, and cash flow planning simulations. Sam is a graduate from the University of Alabama where he swam for 4 years while receiving a degree in Finance with a concentration in Value Investing. Sam’s passion in the Finance world comes from growing up in a family of financial advisors, and the desire to help and educate others on what it takes to accomplish their goals in life. Before joining the team, Sam received a degree from the Italian Culinary Institute where he became a Master of Italian Cuisine. Outside of work, he continues to explore his passion for food by participating in BBQ contests and cooking for his family and friends. Additionally, he spends lots of his time watching sports and playing in intramural sports leagues with friends. 2017-2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Client Services Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Services Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Sam PHONE EMAIL

ABOUT SERVICES OUR TEAM CONTACT Empowering your employees to retire ready LEARN MORE Imagine that every employee in your company felt confident in their ability to retire comfortably. At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions. ONE-ON-ONE MEETINGS We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances. FULLY INDEPENDENT We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business. SHARED RESPONSIBILITY As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations. SERVICES HOW WE WORK WITH YOU Plan Development and Design Participant Services and Education Investment Selection and Monitoring Vendor and Fee Management Plan Operations and Regulatory Compliance Fiduciary Protection REQUEST SCORECARD HOW WE WORK WITH PARTICIPANTS Group Education Meetings One-on-One Advice Meetings Savings and Company Matching Calculations Investment Advice and Portfolio Design Beneficiary Consulting Rollover and Roll In Assistance Social Security Strategies CONTACT US Infinitas proudly helps people retire across the country, serving clients in 41 states. We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees. Founded in 1990 with over $3.9 Billion in Assets Under Advisement (as of 06/30/2024) we serve over 24,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees. MORE ABOUT INFINITAS 2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024. Advisers were ranked by local assets under management/advisement as of July 2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 41 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner David Pacer CFP®, CRPS®, CPFA Partner Tammy Tetzlaff AIF®, QPA, QKA Partner, Retirement Plan Solutions Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Scott Herz Financial Advisor Melissa Myers Financial Advisor Blake Workman CPFA Financial Advisor Amber Cousins Client Services Associate, Retirement Plan Solutions Brennan Masterson Financial Assistant Deah Rubin CPFA Sr. Client Services Associate, Retirement Plan Solutions Stephanie Snyder Client Services Manager, Retirement Plan Solutions Request a Scorecard Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should. NAME EMAIL SUBJECT YOUR MESSAGE SEND Thanks! We'll be in touch soon. CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 TAMMY@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENTS RESO URCES CLIENT LOGIN SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

We're here to support your journey. From comprehensive retirement planning services to succession planning, you want a professional by your side. SCHEDULE A CONSULTATION If you’re a business owner and shareholder, your business is likely your most significant asset. With proper planning and risk management, you should be able to tap the value of your business to support your retirement or transfer your business’s value to your family in the event of your death. We're also here to help you support your employees on their retirement planning journey so you can focus on growing your business. CONTACT US Retirement Plan Solutions Our team offers comprehensive retirement plan consulting services. We start by understanding your goals as a business owner and employer, and then help you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions. LEARN MORE Overall Business Planning A sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement. We take a close look at: Operational Issues Risk Management Succession Planning Executive Compensation Benefit Packages Key Employee Insurance Valuation CONTACT US Tax Planning Our goal is to analyze your income and decrease the overall amount of money you pay in taxes for your business. Succession Planning We focus on the successful transfer of your business while navigating the complexities of family relationships. Risk Management We identify your potential sources of risk before they occur and customize strategies to minimize them. Investment Management Together, we look at your entire financial picture to help ensure your company's assets are well-utilized. Let's embark on the journey together. START THE CONVERSATION

(913) 563-7300 tammy@infinitaskc.com Visit Tammy's LinkedIn Tammy Tetzlaff AIF®, QPA, QKA PARTNER, RETIREMENT PLAN SOLUTIONS Tammy Tetzlaff enjoys helping provide business owners and human resource administrators with confidence and a clear understanding of complex retirement plan offerings. She has over 30 years of experience counseling company leaders on employer-sponsored plans. Tammy’s experience spans plan creation, administration, management, and employee education. She has decades of experience advising management teams and helps bring clients confidence with her knowledge of compliance and ERISA, the regulations governing corporate plans. Tammy is active in industry organizations such as the National Association of Plan Advisors, the National Tax Sheltered Accounts Association, and the American Society of Pension Professionals & Actuaries. Her technical and administrative experience is reflected in her industry accreditations: Accredited Investment Fiduciary®, Qualified Pension Administrator and Qualified 401(k) Administrator. Tammy earned a master’s degree in business administration with an emphasis in management from Rockhurst University. She graduated from Kansas State University with a bachelor’s degree in business administration, with an emphasis in human resources and a secondary major in labor and industry relations. Tammy and her husband enjoy traveling and new adventures. The couple hopes to have one fun adventure in all 50 states before they retire. 2017-2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 NAPA Top Women of Excellence - Rising Stars, created by NAPA. Presented in Oct 2025 for the previous year. Not indicative of advisor’s future performance. Your experience may vary. For most recent award information, click here . Meet The Team Team Directory > Partner, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Sr. Client Services Associate, Retirement Plan Solutions Deah Rubin CPFA deah@infinitaskc.com (913) 563-7300 Client Services Manager, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tammy PHONE EMAIL

2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. 2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47 2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

(913) 327-1627 ray.evans@pegasuskc.com Visit Ray's LinkedIn SCHEDULE Ray Evans SENIOR PARTNER CFP®, AIF® Ray set out to create a unique and personal approach to wealth management when he founded Pegasus Capital Management * more than 30 years ago. His dissatisfaction with the one size fits all approach in his industry lead to the creation of a firm that brings together a customized team of specialists. Today, Ray serves high net-worth clients and their families offering a suite of services to help those families and businesses reach their objectives. Ray received a BS in business and a MBA from the University of Kansas. As an alumnus, Ray is a big supporter of the University of Kansas where he currently serves as a trustee on the board of the KU Endowment. He also serves on the advisory boards for KU’s Edwards campus and for the KU Medical Center Cancer Partners. He is also the past chairman of the National Board of Directors for University of Kansas Alumni Association. Ray was honored with the Ellsworth Medallion Award by the KU Alumni Association for all his work for the university. He also supports many charitable organizations including Catholic Education Foundation, Higher Impact and the Keith Worthington Chapter of the ALS Association. In addition, Ray adds the title of author to his many roles. He has written articles for the Kansas City Business Journal and Wealth Resources and contributed to the book You Can’t Afford the School of Hard Knocks. Ray was named to the 2019 and 2020 editions of the Financial Times 400 Top Financial Advisors.* The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. In his free time, Ray enjoys spending time with his wife Sarah and his three children. SCHEDULE A CONSULTATION 2019-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47 Financial Advisor IQ Leadership Council Financial Advisor IQ Leadership Council membership is based on managing $50+ million in assets, years of financial advisor experience, a favorable compliance record and a desire to engage with industry issues. Members do not pay fees for membership or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information. Leader's Level A distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Financial Assistant Brett Clark brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Ray PHONE EMAIL

(913) 563-7300 jim@infinitaskc.com Visit Jim's LinkedIn Jim Stanziola JD, CHFC®, AIF® PARTNER As a financial advisor specializing in tax efficient strategies and wealth preservation, Jim Stanziola enjoys advising business owners and families on how to achieve financial independence by optimizing the value of their companies and investment portfolios. For more than 25 years, he’s counseled affluent clients on business succession and estate plans, wealth management and retirement. Previously, Jim was the principal of his own financial advisory firm, focusing on the needs of high net worth clients and business owners. Prior to that, he spent 20 years as an advisor with Lincoln Financial Network, developing strategies to help enable clients to maximize their wealth and minimize their tax liabilities. In addition, he trained other advisors on complex areas such as buy/sell agreements, financial modeling and business insurance. Jim graduated from Drake University School of Law with a specialization in estate planning and tax, and earned his bachelor’s degree in history at the University of Vermont. An avid runner and swimmer, Jim completed the Boston Marathon twice and has run in more than 300 distance races. Jim and his wife Lori have been married for more than 30 years and they have three grown children. STANZIOLA ESTATE LAW Jim is the Managing Attorney at Stanziola Estate Law* and Infinitas’ in-house estate lawyer. With a strong background in legal and financial matters, Jim works with clients developing strategies to enable them to maximize and protect their wealth. He is a licensed attorney in Missouri and Kansas. EXPLORE STANZIOLA ESTATE LAW *Estate planning and legal services provided by Stanziola Estate Law are separate and unrelated to Commonwealth Meet The Team Team Directory > Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jim PHONE EMAIL

Infinitas Cares Grant Request We are blessed to be a blessing. Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve. Each year, we proudly support over 20 organizations, thanks to the generosity of our advisors, staff, and clients. If your organization aligns with our mission and could benefit from our support, we'd love to hear from you. Please fill out the application below. Name of Organization Website Year Established Contact Person First Name Contact Person Last Name Email Phone Are you a 501(c)3 organization? * Yes No What is your tax ID number? What is your mission statement? What percentage of each donation directly supports your cause (excluding administrative expenses, overhead, salaries, etc.)? How will this grant make an impact? What is the intended use of funds? Please describe any volunteer opportunities your organization might have. How did you hear about the Infinitas Cares grant? Submit Thank you! Infinitas Cares will be in touch regarding your grant request.

(913) 563-7300 michael@infinitaskc.com Visit Mike's LinkedIn Michael Orndorff CIO, FINANCIAL ADVISOR CFA® Mike Orndorff joined the Infinitas team in August of 2019 and brings more than 25 years of investment and business experience to the table. Mike started his career as a CPA with Price Waterhouse where his audit clients ranged from national financial institutions to small and mid-size businesses and charitable organizations. He then transitioned his career to investments by joining Franklin Savings where he became a Senior Fixed Income Analyst. As part of the investment team, he helped manage a portfolio of more than $10 billion. His interest in equity investing led him to American Century. He initially served as Manager of International Research, overseeing the firm’s proprietary financial database and providing fundamental analysis for the international portfolios. He then joined one of the U.S. equity teams analyzing and co-managing more than $8 billion in assets. Mike earned a bachelor’s degree in business administration from the University of Central Missouri and a master’s degree in management from Boston University. He is a holder of the CFA certification and a member of the CFA Institute, CFA Society Kansas City and ACG Kansas City. He served nine years as a director for the UCM Foundation including two years as Chair of the Investment Committee. He also served multiple years as a director of the CFA Society Kansas City. Mike has long been an avid cyclist, having ridden over 2,000 miles one summer to Canada and around Lake Superior. More recently, he has participated in a number of local rides including the MS150, Bike Across Kansas and the DK100. Mike and his wife Rhonda live in Overland Park and they have two grown daughters. They enjoy volunteer activities, listening to live music and visiting their daughters located in Washington D.C. and St. Louis. Your financial future starts with our process. Mike's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Mike provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Director of Portfolio Management Chad Adams CAIA®, CFA® chad@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover CFP® alec@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Office Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Mike PHONE EMAIL

All Posts Retirement Family Social Security Estate Planning Financial Habits Taxes Cyber Security Charitable Giving Education May 29 Checklist: Countdown to Retirement There’s a lot to consider as you prepare for retirement. These retirement checklists are designed to help keep you on track. May 29 The Joys and Financial Challenges of Parenthood Raising a child is a joyful, but expensive, experience. Read our latest blog post for tips on how to navigate parenthood financially. Jan 12 Handling Market Volatility Even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Jan 12 What You Need To Know About Donor-Advised Funds A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. Jan 12 Avoiding Common Errors Surrounding RMDs In order to handle RMDs effectively, an understanding of the rules—and common RMD errors people make—can be beneficial. Jan 12 Stay On Track: 10 Tips For Midyear Financial Planning Use these 10 guidelines to ensure that your spending and investing are on track—and to avoid any surprises come December. Jan 12 Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Jan 12 Debt Management In A Healthy Financial Plan Wise debt management is a key component of healthy and effective financial planning. Jan 12 Reviewing Your Tax Planning Strategies Minimizing your income taxes requires a regular review of your financial picture and the tax planning strategies available to you. Jan 12 Smart Tax Planning Strategies Now is the perfect time to evaluate some effective strategies that could help reduce your current and future taxes. Jan 12 How To Protect Yourself From Tax Identity Theft Tax Identity Theft is a growing problem, and we want to help you keep your information and identity safe. Jan 11 Tax Considerations After A Family Member's Death It is important to understand what kinds kinds of taxes may be due shortly after a family member’s death. Jan 11 Financial Planning Considerations for Single Women Whether you are newly divorced, widowed, or single by choice, the following tips could help you shore up your financial security. Jan 11 Financial Planning for Women: Taking Control of your Finances As a woman, you have financial needs that are unique to your situation in life. Here are some considerations to make. Jan 11 Financial Planning for Women: What to Know After the Death of a Spouse Women, here are some financial considerations to make after experiencing the death of a spouse. Jan 11 Retirement Planning For Women Women often face special challenges when planning for retirement. To meet these challenges, here are considerations to make. Jan 11 Getting the Upper Hand on Debt One thing most Americans have in common is that they carry some form of debt. Here are some ways to get the upper hand. Jan 11 5 Positive Financial Habits For Retirement To Adopt Today Adopting good financial habits is a must for plotting a successful retirement journey. Jan 11 10 Reasons to Save For Retirement Whether or not you’re prepared, it will be time to retire before you know it. Here are 10 reasons to make saving for retirement a priority. Jan 11 Is The Roth 401(k) Right For Me? How do you know if you should be contributing to a Roth 401(k)? This post discusses considerations you should make. Jan 11 Four Reasons Why You Should Consolidate Your Retirement Accounts Let’s look at four reasons why consolidating your retirement plan accounts may be helpful for you. Jan 11 5 IRA Misconceptions and How You Can Make the More Informed Choice Here are five common IRA misconceptions, as well as tips for making a more informed choice. Jan 11 5 Ways to Save For Retirement With careful planning and discipline, it is possible to save for a comfortable retirement. Jan 11 The Importance of Estate Planning Estate planning is vital to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of. 1 2