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At different points in life, key moments create meaningful life transitions that often come with financial and personal decisions. Guided by our purpose of helping make people’s lives better, we continue our blog series focusing on these life transitions, offering perspective to help you navigate each one with clarity and
At different points in life, key moments create meaningful life transitions that often come with financial and personal decisions. Guided by our purpose of helping make people’s lives better, we continue our blog series focusing on these life transitions, offering perspective to help you navigate each one with clarity and
At different points in life, key moments create meaningful life transitions that often come with complex financial and personal decisions. Guided by our purpose of helping make people’s lives better, we are launching a blog series focused on these life transitions, offering perspective to help you navigate each one with
Estate planning is shaped not only by personal goals and family priorities, but also by changes in tax law. One of the most notable developments over the past fifteen years has been the evolution of the federal estate tax exemption. This chart tracks the exemption from 2010 through 2026, illustrating
A financial plan is not a one-time exercise. It is a framework that must evolve as wealth grows, circumstances change, and decisions become more interconnected. As complexity increases, the cost of operating with an outdated plan rises quietly. The most common reasons to update a financial plan tend to fall
Recent labor market data highlights an important dynamic worth considering for financial planning and career outlook. Job growth remains modest and below expectations, with unemployment edging higher. While artificial intelligence continues to reshape certain industries, its current impact on the broader labor market appears limited, with economic uncertainty and cautious
A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they
High school graduation is an exciting and busy time for families. The summer before college is an ideal time to help prepare our young adults for college and help with their financial literacy and responsibility. Some documents and preparation tips are below. A HIPAA Release Form gives healthcare providers permission
As families start contemplating a future transfer of wealth and the role giving will play in perpetuating their legacy, establishing a charitable giving plan should be discussed. However, it’s a discussion that should extend beyond meetings with advisors and become part of a larger, ongoing discussion that includes all family
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