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State Directory- Charitable GivingRecently, we reviewed a client’s long-term charitable giving plans. Our client is grateful for the good fortune in her life and is committed to giving back. Through thoughtful planning, the client will be able to use her qualified retirement account as the source of future giving. The favorable tax treatment she receives once she turns 70 1/2 will enhance her giving.
- Roth IRAWith the elimination of the “Stretch” provision, Roth IRAs could become an important investment vehicle for certain investors, since distributions from a Roth are not taxed. Here are three ways to add money to a Roth IRA...
- Investment ManagementFirst Fiduciary was established on the same fundamental principles that are the basis for our successful investment strategy today. We are an employee-owned Registered Investment Advisor. Investment management is our sole business. We are not brokers and we are not affiliated with any financial institution.
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- Financial PlanningPlanning for the future is an on-going process. As clients approach major life events, circumstances evolve. Our financial planning services can help clients manage for life’s inevitable changes and ensure that their financial strategies remain relevant.
- Retirement PlanningAt First Fiduciary, we’ve helped many clients prepare robust retirement strategies. Our approach is not “one size fits all.” Instead, we take the time to listen and gain a complete understanding of our client’s situation and goals, then assist in tailoring a comprehensive safety net that may include extending working years, if desired. We explore tax-efficient withdrawal strategies, analyze potential retirement income streams, and adjust investment plans as clients near retirement.
- Asset ManagementFirst Fiduciary has a history of providing asset management solutions for institutions, including public funds, corporations, foundations, trade associations, and non-profits. Additionally, a number of wealth managers and financial advisors select First Fiduciary to manage money for their clients while they continue to oversee the client relationship.