Advice Center Blog

Posts by Wes Garner

What to Do If (When) Your Taxes Start Going Up

SUMMARY:One variable that is hard to plan for in retirement is taxes. We don't even know w...

How Will the Infrastructure Bill Impact Investors?

SUMMARY: In a late-October, Congress passed a trillion-dollar bill designed to preserve, r...

The Most Common Tax Tips before Year End

SUMMARY: Tax planning can be beneficial when done before the end of the year. Opportunitie...

Social Security to Run Out of Money Much Sooner

SUMMARY: The Treasury Department revamped its projection and concluded that the Social Sec...

Retirement Investors: This Back Door May Be Closing for Good

SUMMARY: Among the many provisions being debated in Congress is a provision that would eli...

2021 Year-End Planning for Retirees

SUMMARY:Year-end planning is especially important for retirees and those hoping to retire ...

The Many Faces of Risk

SUMMARY: Every saving and investment product has different risks and returns. Differences ...

Potential Pitfalls of Increased Longevity

SUMMARY: According to recent research, it might be possible for humans to experience a lif...

A Retirement Planning Primer

SUMMARY: The earlier you recognize the variables that will shape your retirement planning,...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.