Thank you for visiting our blog where you will find the latest news and happenings from FIFS Capital Advisor Group as well as our insights into financial topics and emerging industry trends. Keep checking in for all of the latest updates, and please contact us if you have questions or a subject that you would like us to write about. We are glad to have you reading along!
Timothy V. Swartley, CFP®, CPFA™ |
Thursday, November 7, 2024
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...
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Sidney J. Ruth, CPA, CFP(R) |
Thursday, November 2, 2023
We had a wonderful evening on Thursday, October 19th as friends and associates of FIFS Capital Advisor Group were hosted by SEI at their corporate headquarters in Oaks, PA.
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Timothy V. Swartley, CFP®, CPFA™ |
Tuesday, July 11, 2023
One of the more awkward estate planning topics—but also one of the most important—involves powers of attorney.At some point before our deaths, many of us will become physically and mentally unable to manage our own affairs....
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Timothy V. Swartley, CFP®, CPFA™ |
Tuesday, March 14, 2023
Your 70s represent a time to enjoy the fruits of your labor, but there’s still work to do. When you turn 73, you’ll need to start taking one of the more complex and time-consuming aspects of managing your retirement income:...
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