Financial Life Planning Insights
The 101 on Your 529 Plan
After years of putting funds away for the future, your student is off to college and ready to access funds in their 529 plan. But
Navigating the Search for a Retirement Community
In planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents.
Retirement Savings Options for the Self-Employed
Portions originally published in Nov-Dec 2024 Upsize Magazine, updated July 2025 Saving for retirement is a crucial part of running a business and, fortunately, there
Maximizing Retirement Savings for High-Income Earners
For high-income earners, the journey to a secure retirement often involves navigating complex financial landscapes. Traditional retirement savings options, while valuable, may not be sufficient
Overview of New Tax Laws
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This legislation primarily addresses the scheduled expiration of key
Philanthropic Financial Planning: 5 Considerations for Your Personal Giving Strategy
In today’s world, philanthropy is more than just an act of kindness; it can also be a powerful financial strategy. When thoughtfully integrated into your
