Blog
Caring for a Loved One? Here’s How to Ease the Financial and Emotional Burden of Caregiving
Caring for a parent or relative changes your life financially and emotionally. This article explores the real costs of caregiving, tools like tax breaks and workplace benefits, and ways to protect both what matters: your loved ones and your own well-being.
OBBBA Brings Big Changes to 529 Plans and New Opportunities for Families
The OBBBA’s 2025 updates to 529 plans expand how families can use education savings, from higher education to K–12 learning and career training, with more flexibility and increased withdrawal limits.
Smart Tax Moves for Managing an Inheritance
Inheriting assets can trigger tax decisions you weren’t expecting. Learn what to consider and what to avoid when inheriting cash, property, and retirement accounts.
How to Make Holiday Giving a Meaningful Family Tradition
Want to make holiday traditions more meaningful? Discover how charitable giving can unite your family, reflect your values, and create lasting impact beyond the season.
Winter Wellness Strategies to Boost Energy, Mood, and Resilience
When winter routines slip, so can your energy, focus, and well-being. Learn how to combat seasonal sluggishness with simple habits that support your health and mindset—without needing a complete lifestyle overhaul.
Why High-Income Professionals Are Turning to Custom Indexing for Tax Control
ETFs and mutual funds have long been investment staples, but custom indexing offers unique advantages, especially around tax management. Explore how this strategy helps high-income investors align portfolios with their financial goals.
2025 Estate Planning Checklist: Key Documents to Review Now
Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.
Medicare Open Enrollment: What to Know Before You Choose
Medicare open enrollment is your annual opportunity to reassess your healthcare coverage. Learn what you can change, what to evaluate, and how to avoid higher costs or gaps in coverage before the window closes.
Maximizing After-Tax Returns with Large-Cap Dividend Stocks
If you’ve maxed out your retirement accounts, large-cap dividend stocks could be your next tax-savvy strategy. Find out how qualified dividends work and why they may offer better tax outcomes in your taxable investment accounts.
From Piggy Banks to Philanthropy: Raising Charitable-Minded Kids
Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.
8 Key Tax Deductions from the OBBBA That Could Lower Your Tax Bill
Tax season will look different for 2025 thanks to the One Big Beautiful Bill Act. Learn how new and expanded deductions could affect your tax liability and financial planning for years to come.
Maximize Your Employee Benefits During Open Enrollment
Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.
How to Safeguard Your Identity in a Digital World
With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.
7 Simple Strategies to Protect Your Financial Data Online
Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.
Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts
A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.
Shred, Save, or Toss? How to Handle Your Financial Documents
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.
401(k) Tune-Up: Steps to Optimize Your Retirement Savings
You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.
Financially Savvy Home Renovations: Plan, Budget, and Build
Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.
Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.
Your Financial Plan Is a Journey, Not a Destination
A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.