Investing

Welcoming a Grandchild? Here’s How to Prepare Financially and Thoughtfully The arrival of a grandchild is a moment of joy, reflection, and renewed purpose. It’s also a meaningful opportunity to revisit your financial strategy — not just for your own peace of mind, but to support your children and help secure the future of the…

OBBBA Key Provisions for Individuals & Families (Based on the July 11, 2025 Letter) The OBBBA introduces several impactful changes for individual taxpayers, many of which build on or make permanent provisions from the 2017 Tax Cuts and Jobs Act (TCJA): Tax Rate & Deduction Changes TCJA Tax Cuts Made Permanent: The lower individual income…

Retirement & Longevity Ensuring your loved one’s end-of-life wishes are honored. In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want. Advance care planning helps ensure their wishes are clearly understood and respected.…

Understand how donor advised funds can – and cannot – be used to support the charitable causes important to you. Donor advised funds (DAFs) are a powerful and efficient tool for individuals looking to make a meaningful impact with their philanthropy. However, it’s essential to understand the guidelines and regulations governing DAFs to ensure that…

As a corporate executive or business owner, you may feel like retirement planning can get complex. While there are more considerations, there are also more levers to pull. This can benefit your plan and help you diversify your investments. You work hard to solidify your company’s future, but are you planning just as carefully for…

The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax savings – could be more than worth the effort. Consider adding one or more of these four tax-mitigating moves to your capital gain/loss…

The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer retirements, modern retirees have the time and health to pursue ambitious new goals, redefining…

Know which options work best for you and plan early. With the cost of higher education rising, it’s important to determine how you and your family will fund it. There are several options to consider, each with their own pros and cons. How much time you have to save, your access to liquidity and the…

Most buyers in the market for a home can expect to need a 20% downpayment, which represents a significant amount of money in today’s real estate market. But even if they have the funds in their bank or investment accounts, they may not want to use them – and they may not have to if…

ESTATE & GIVING These cautionary tales of estate planning mistakes offer a few important lessons. You’ve worked long and hard to build your estate. Don’t let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. Here are a few lessons to keep in mind. No…