• Until Taxes Do Us Part: When Filing Jointly Doesn’t Make Sense

    A successful marriage is made up of total trust, shared goals and complete transparency. However, your tax return is one thing you may choose to tackle separately, thanks to new laws ushered in by the Tax Cuts and Jobs Act.

  • SECURE and RESA: What They Could Mean for Your Retirement

    Congress is on the brink of passing a law that could better assist Americans who want to save more for retirement and business owners who want to help their employees put money away for the future. If passed, what will the SECURE and RESA legislation mean for you and your financial goals?

  • Unlock Tax Benefits With a Health Savings Account

    Healthcare costs continue to rise and many popular tax deductions have been eliminated by the Tax Cuts and Jobs Act of 2017 — leaving few opportunities to reap savings on medical expenses. Is now the right time for you to establish a health savings account?

  • The Yield Curve Has Inverted — Is It Time to Panic?

    If you've kept a pulse on the financial news, there's almost no chance that you missed the recent alarmist headlines about the inverted yield curve, sparking collective worry over an upcoming economic recession. Is there any truth to this economic indicator? Should you be concerned? Let's separate the facts from speculation.

  • The Top Trust Fund Mistakes to Avoid

    Family leaders often decide to establish trust funds for their heirs because they're motivated by a deep desire to provide for and secure the next generation. But the process involves so much more than just choosing the right investment strategy. Make sure you avoid these four common mistakes.

  • Pass It On: 4 Steps to Create a Durable Family Legacy

    Many family stewards are focused on building a secure financial foundation that will support their children for years to come. But few of them have a carefully considered plan for making that long-term security a reality. If you are concerned with creating a lasting family legacy, make sure these four steps are on your short list.

  • Keeping It in the Family: Business Transfers That Work

    Some of the world's most influential and successful corporations started off — and in many cases, still operate — as a family enterprise. But keeping your business in the family is not as simple as you may think. It requires thought, strategy, and above all, good advice.

  • Is There a Right Time to Start Saving?

    "We’ll get started when the kids are older." "We don’t have enough assets to think about that today." There are dozens of reasons why saving takes a backseat in our daily lives. But if now isn't the right time to get started, then...when? And what do you sacrifice by delaying the decision?

  • Six Questions to Ask When Finding the Right Financial Advisor

    Finding the person who will assist you in reaching your financial goals is a vital decision. How can you tell if the person you're considering is truly a professional financial advisor, or just someone who wants to sell you various products? How do you know the advisor will work in your best interest? Start by asking potential candidates these questions.

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