Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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.