Updated charitable giving rules under the One Big Beautiful Bill Act (OBBBA) have made donor-advised funds (DAFs) increasingly attractive to charitably inclined taxpayers.
What Happens After You Fund a Donor-Advised Fund (DAF)? Read More »
Artificial intelligence (AI) is making financial scams more convincing, more personalized, and harder to detect than ever before.
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Trump Accounts: What Parents and Grandparents Should Know Read More »
Checking a portfolio is quick. It’s emotional. It tells you what changed since yesterday, but not much else.
Checking Your Portfolio Isn’t the Same as Reviewing It Read More »
Here are five turning points that tend to catch people off guard, and what you might consider doing before they arrive.
5 Financial Crossroads That Could Reshape Your Future Read More »
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.
Having proactive conversations about tax planning — not just tax preparation — is one way to help ensure you’re not ignoring important decisions simply because the timing didn’t line up.
Tax Planning vs. Tax Preparation: They’re Not the Same Thing Read More »
Beginning January 1, 2026, the One Big Beautiful Bill Act (OBBBA) will make permanent changes to the tax treatment of charitable giving, with the biggest impact on those who itemize deductions.
Maximizing Your Charitable Giving Before OBBBA Changes Take Effect Read More »
On July 4, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, a comprehensive tax and spending package totaling nearly 900 pages.
One Big Beautiful Bill Act: What It Could Mean for Your Financial Plan Read More »
Earning a high income is often seen as the hallmark of financial success, but income alone doesn’t guarantee wealth.
How to Turn Income Into Wealth: A Guide for High Earners Read More »