Blog

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement and...

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself. A growing problem Last...

Clients who work remotely face a new landscape of potential double taxation, as states differ in how aggressively they levy income tax on remote and cross-border workers. “That each state [often] adopts its laws without regard for other states’ laws for the same type...

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can build to impart more of your...

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels. What’s changing?1...

Why do investors lose money? There are lots of reasons. One reason investors who do not seek advice lose money is because they make bad investment decisions. Many of the examples listed below sound like common sense to an experienced financial advisor but go unnoticed...

You’re getting married! As you prepare to enter a new chapter, you’re likely busy combining all the areas of your individual lives into one. An essential piece of this is your finances. To build a solid financial future, you must begin with open and honest...

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child...

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight with uncertainty ahead. It’s a difficult question to...