Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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How to Maximize the Value of Your Business Ahead of a Sale
As a business owner, selling your company will undoubtedly be one of the most important and pivotal points in your life. It is the culmination of your talent, vision and hard work, and a realization of the value you were able to build for yourself and others. If selling your business is part of your…
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That Software Update Can Wait…Or Can It?
Every few weeks or so, your devices likely receive a notification that it is time to update the software. Many of these updates are minor and intended to fix software bugs, improve performance, or add new features. Then, there are the larger, often annual updates that may make more significant changes to your device’s operating…
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What Are You Grateful For? How Your Experiences Can Shape Your Charitable Giving
November is National Gratitude Month in the United States, offering an opportunity to reflect on the things we are most grateful for. We often associate gratitude with appreciating what we have today, but it can also mean recognizing the people, experiences, and opportunities that have helped shape who we are now. As National Philanthropy Day…
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2026 Year-End Tax Planning Opportunities
The 2026 tax year marks the first full year under many provisions of the One Big Beautiful Bill Act (OBBBA), creating new considerations and opportunities for taxpayers as they approach year-end. Changes to retirement contributions, charitable giving and itemized deductions, business tax provisions, and estate and gifting strategies may affect the decisions you make before…
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2026 Year-End Charitable Giving
The start of One Big Beautiful Bill (OBBBA) federal tax provisions in 2026 brought several significant changes to charitable contributions. Many high-income earners are now faced with new limitations on the federal income tax benefits often associated with charitable contributions. Nevertheless, charitable giving remains an important component of wealth planning. However, now that these tax…
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FAFSA® for High-Net-Worth Families: What You Need to Know
The Free Application for Federal Student Aid (FAFSA®) typically becomes available on October 1 for students and families seeking financial aid for the following academic year. Families at any income or asset level, including high-net-worth families, can complete the FAFSA. While federal aid is not necessarily first-come, first-served, some states and colleges have limited funds…
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What to Consider for Early Retirement
Retirement is a milestone many people spend years planning for. Instead of waiting to retire at ages 60+, some may consider retiring early. Retiring early means an accelerated retirement planning timeline, which may require additional efforts from you to make it a reality. In this article, we will outline planning options for your review with…
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Elderly Financial Fraud: 4 Common Tactics
Financial scams are detrimental to everyone affected but they pose an even greater risk for older individuals who often own valuable assets such as homes and life insurance policies. They may rely on fixed incomes from retirement savings, which makes financial fraud a detriment to their financial plan and livelihood. The elderly have become regular…
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Qualified Opportunity Zone Investing: Tax Benefits, Rules, and Risks
Qualified Opportunity Zones (QOZs) were created to encourage long-term investment in economically distressed communities. For investors, the program may offer federal tax benefits when eligible gains are reinvested in a Qualified Opportunity Fund (QOF). For communities, that capital may support businesses, real estate projects, job creation, and economic development. The rules are complex, however, and…
