It’s not enough to just think about your legacy! Preparing an organized and well-communicated estate transition can be a huge blessing to your heirs. Here are some guiding questions and resources.

This 2021 end-of-year guide & checklist provides different strategies to consider to reduce your tax liability and maximize your financial plan. Download our free guide.

There is nothing that can prepare you for the grief of losing your spouse. There are many decisions to be made, but some can and should wait. Here are some helpful handholds to hang on to if you've recently been widowed or know someone who has.

College costs have increased about 1200% since 1980, making wise planning and saving crucial. Is a 529 Plan right for you and your college student?

Here's what we know now about 2021 tax changes - how can you optimize now?

Finding balance is often a difficult thing. On the surface, it sounds so simple but within many areas of life, it can be very elusive. Take some time to think about how you can take those next steps to find contentment, confidence, and financial freedom with the resources under your care.

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.

How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

1 in 5 elderly people have experienced some form of financial abuse. You can protect your parent or loved one from fraud by being aware and involved.

Special needs financial planning options, SNTs and ABLE accounts, provide opportunities for increased independence, flexibility, and security.

Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.