Blog Articles Archives | Krilogy Financial

What You Need to Know in 2018 about Qualified Charitable Distributions

Posted by Brett Siegfried, Financial Advisor

We at Krilogy work with clients through all phases of their retirement planning, investment strategies, and tax strategies related to executing their wealth management strategies. A key milestone in this journey occurs when a client reaches 70-1/2 years old, the age at which he or she must begin taking Required Minimum Distributions (RMD) from their retirement accounts. Yet in some…

Why Year-End Planning in 2018 is More Important Than Ever

Posted by Charles P. Schulz, AIF®

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

Impact Investing: Aligning Values with Investments

Posted by Kristin Poole, CFP® MIB, Senior Financial Advisor

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

Veterans: You May Be Eligible for a Tax Refund

Posted by Matt Mercer, CPA, MBA

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

Why All Advisors Are Not the Same

Posted by Michael G. DiSalvo, AIF®, CFP®

How would you characterize your relationship with your advisor? If you’re like many investors, you have the perception that whether you’re working with a financial advisor, broker, wealth manager, financial planner, or any of the other titles that occupy this industry, they all do the same thing. But that couldn’t be further from the truth. There are many differences between…

Think you can’t touch that trust account? Think again.

Posted by Patrick O’Brien, CFP®, CTFA, CFS®, Partner

It’s a common conversation playing out for many families today: “Mom and Dad set up that trust account with the bank years ago. We can’t touch it.” But how true is this statement? Turns out, you might be able to touch that trust, and it’s in your best interest to do so. The Bank When Mom and Dad set up…

Women, You’re Better at Investing than You Think

Posted by Stacy Sloas, CFP®, Financial Advisor

It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the family finances, or maybe it’s a single female professional who has…

The Top Five Questions to Ask Your Retirement Plan Advisor

Posted by Matthew Haywood

An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has the experience you need to…

Your Blueprint for a Successful Retirement

Posted by Stephen E. Green, CFP®

It’s often been said that every accomplishment begins with a vision and a solid plan. Whether it’s an architectural marvel, a business success or personal achievement, the plan outlining where you are and where you want to be (and most importantly, the steps you must take to get there) always comes first. The same rings true when it comes to…

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