Estate Tax: How is it calculated?

The Biden Administration is proposing a series of changes to the federal tax system, including a reduction in the federal estate tax exemption. This quarter, Senior Wealth Strategist Glen Goland, JD, CFP, takes a look at how the estate tax is computed and discuss some common planning techniques used by families who are concerned about a potential reduction in the exemption. Read more here.

Ask the Expert Podcast: Looking at Long-Term Care Insurance

What is long-term care insurance, do you need it, and what types of options are available? As people plan ahead for their future needs, long-term care insurance can be an important part of the puzzle, and Adam Clough, MBA, CFP®, CLU, TEP, Director of Insurance Planning at Bridge Financial Group, takes on these questions and more in a podcast discussion with Senior Investment Advisor Melody Behnke, MBA, CFP®. Listen on YouTube or SoundCloud.

Practical Planning: Four steps to lock down your data

There have been so many data breaches over the last few years that everyone reading this ought to assume that their name, social security number, and birthday is out there for sale on the internet somewhere. Senior wealth strategist Glen Goland, JD, CFP, offers four steps you can take to limit the damage a thief can do with this data. Read more here.

Analytics News: Summer Reading

Clients regularly ask our team for recommendations on podcasts and books that may deepen their understanding of personal finance and investing. This quarter, we thought we would include links to some personal finance-related books that our planning team will be reading this summer as we look for resources to provide to the families we work with. Read more here.

Philanthropy Focus: Warm Springs Hydropanels Make Water Accessible

Last year, we reported on the launch of a project to begin installing SOURCE® Hydropanels on the land of the Confederated Tribes of Warm Springs. The community was suffering from an outdated and overcapacitated water infrastructure. This year, the outlook is much brighter as the water is beginning to flow. Click here to read an update on the amazing Warm Springs Hydropanel project.

Partnering in Our Community:
Arnerich Massena sponsors endowment fund for CSU Chico College of Business

In an effort to support underserved students wishing to study finance, Arnerich Massena has established an endowment fund that will provide support for CSU Chico's College of Business Center for Excellence in Finance (CEF). The CEF not only offers students real-world knowledge and experience, but also serves the community with financial planning services. Learn more here.