5 min read
Should Long-Term Care Insurance Be Part of Your Financial Plan?
Many people live independently into their early 80s, but one slip, trip or fall can lead to drastic lifestyle changes. Having a plan in place can...
Financial Planning
6 min read
529 Savings Plan Rules and FAQs
Paying for a child’s education is an expensive undertaking, and student loan debt can make the cost even higher. Understandably, many parents want to...
6 min read
Understanding Trump Accounts
Trump Accounts are a new type of investment vehicle to help young Americans save for the future. They have rules that are similar to an Individual...
5 min read
Tax Preparation Checklist: Avoid Errors and Maximize Deductions
Tax season can be stressful, especially if you start just a few weeks before the filing deadline. Avoid tax-time panic by gathering required...
5 min read
2025 Tax-Saving Strategies: Charitable Giving, Donor-Advised Funds, Clean Energy Credits and More
The 2025 Budget Reconciliation Bill was packed with tax law changes. Some are already in effect, others activate on January 1st, 2026. To ensure you...
4 min read
What to Do with Proceeds from a Home Sale
Selling a home can be exciting, especially when you receive a six, or even seven-figure payout. Many people aren’t sure what to do with such a large...
5 min read
Divorce Financial Planning: What to Do Before, During and After Divorce
Going through a divorce is emotionally and financially challenging. Whether you're considering a divorce, in the midst of negotiations, or adjusting...
4 min read
Clear Answers to FAQs About the Budget Reconciliation Bill
The 2025 budget reconciliation bill includes a mix of new deductions, extensions to provisions from the 2017 Tax Cuts and Jobs Act and a phase-out of...
4 min read
Year-End Financial Planning Checklist
With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
5 min read
Financial Planning for the Sandwich Generation
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...