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Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreTax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...
Read MoreUnderstanding the Emotions Behind Financial Decisions
Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
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2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
Read MoreSmart Moves to Consider Before Year-End
Smart Moves to Consider Before Year-End The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to...
Read MoreBreaking Down the One Big Beautiful Bill Act: What You Need to Know
Breaking Down the One Big Beautiful Bill Act: What You Need to Know The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other...
Read MoreWhy More Families Are Choosing to Gift Wealth Earlier—and How to Do It
Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth...
Read MoreWhat You Need to Know About the 2025 Changes to Inherited IRA Rules
What You Need to Know About the 2025 Changes to Inherited IRA Rules The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes...
Read MoreHow Do You Turn Retirement Savings into a Reliable Income Strategy?
You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...
Read More“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in investing...
Read MoreWhat’s the Job Market Look Like for 2025 Graduates?
5/27 What’s the Job Market Look Like for 2025 Graduates? It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have...
Read MoreIs It Smarter to Buy or Rent a Second Home?
5/14 Is It Smarter to Buy or Rent a Second Home? As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or...
Read More10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
3/25 10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details...
Read MoreThe Evolving Role of Women in Family Finances
3/11 The Evolving Role of Women in Family Finances March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those...
Read More10 Facts You May Not Know About Social Security
1/15 10 Facts You May Not Know About Social Security Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients'...
Read MoreInnovative New Year's Resolutions: Financial and Personal Growth Strategies for 2025
1/1 Innovative New Year's Resolutions: Financial and Personal Growth Strategies for 2025 Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year...
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