What Are Grantor Retained Annuity Trusts (GRATs)?
If your goal is to create wealth for future generations, a GRAT might be a good option for you. Learn more about what a GRAT is here!
529 vs. Other Educational Savings Programs
Helping pay for your children's or grandchildren's education is an admirable goal. Here are some of the most common education savings programs!
May is National Wildfire Awareness Month
Inspire your clients to be fire-safe with this helpful piece on wildfire awareness month.
The 5 Best Podcasts About Living in Retirement
Podcasts are an entertaining way to learn new things and pass the time. As a retiree, you need to check out these podcasts all about living in retirement!
What Is Systemic Risk?
This blog will explain what systemic risk is and how it can impact how you approach your financial planning.
Why You Should Plan Taxes 2 Years at a Time
This blog will explain some of the advantages of doing your taxes two years at a time.
The Triple Tax Benefits of HSAs
What are the tax advantages of Health Savings Accounts? Here's how to make HSAs work for you.
What to Do When Your Income Reaches 7 Figures
Do you have a client who is new to the "two-comma club?" Show them what to do with their seven figures in this article.
Bear Markets and the Threat of Recession: What You Need to Know
Brush up on your investment terms and what this means for our economy, your investments and the possibility of a recession.
America’s in a Recession. Should You Consider Retiring Early?
The uncertainty surrounding the economy and workforce makes early retirement seem all the more appealing - but it's not as simple as it seems. Before settling for an early retirement, consider these crucial factors.
Teaching Children Financial Literacy
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.
It's Financial Literacy Month: Brush Up on Your Financial Skills
With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.
Think ESG Investing This Earth Day
This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
Estate Planning Tips for Blended Families
This blog will provide helpful information about what estate planning might look like for blended families.
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.