9 key questions for an effective family business transition

Children following in their parents’ professional footsteps – or relatives following in other relatives’, as the case may be – is a grand tradition, but how prepared are you to vacate the path?

New tax law makes 2025 a strategic year for giving

Highlighting key provisions for itemizers, non-itemizers and corporations.

Make the most of Medicare’s annual enrollment period

With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare.

Transitioning into adulthood

The financial and emotional investments parents make.

The new ‘kids’ on campus

Older adults reap the rewards of free education.

Leveraging your IRA for charitable giving

How to make a meaningful impact with your RMDs.

Estate planning without heirs may need special attention

The topic of estate planning is often couched in themes of family, which may lead one to think that having an estate plan is more important when someone has familial heirs. That isn’t the case.

7 strategies to strengthen your 401(k)

If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.

The art of giving what you can’t take with you

How to start planning for the future of a valuable collection.

Write your story: Embrace your retirement identity

Rediscover yourself and the impact you can make in this new phase.