Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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Future-Proofing Your Life: Essential Planning for Solo Agers
When planning for the financial and healthcare needs of older adults, it is often assumed that family members, such as children, grandchildren, or nieces and nephews, will be available to provide care and support. However, this assumption does not reflect the reality for a significant portion of the aging population. A growing demographic known as…
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Adjusting Family Budget After the Birth of a Child Checklist
Raising children in the U.S. is becoming increasingly expensive, especially with the impact of inflation. According to a study by NerdWallet, the cost of raising a baby can exceed $21,000 in just the first year.[1] And by the time a child turns 17, couples can expect to spend around $318,949—and that doesn’t even include college…
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Women Leadership: Experiences and Focus Foster Open Environments
With increasing regularity, women are stepping up to head corporations like Oracle’s Safra Catz and Citigroup’s Jane Fraser, educational institutions like Brown University’s Christina H. Paxson and Massachusetts Institute of Technology’s Sally A. Kornbluth. Most arrive with personal examples of having navigated challenging corporate and institutional complexities over the years. As more women rise to…
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6 Considerations for Women Planning to Sell Their Business
With more roadblocks to overcome while building their own business — including gender bias[1], less access to financial capital[2] and fewer economic resources in their networks[3] — women entrepreneurs have little time to consider the possibility of one day selling the business they’ve worked so hard to create. Whether you want to realign your work-life…
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The Phases of Retirement – Knowing Is Power
What to expect just before and right after you retire. “It isn’t the changes that do you in, it’s the transitions.”– William Bridges, author of Transitions: Making Sense of Life’s Change At a recent retirement readiness workshop, an attendee confided that while she had diligently saved for decades, she still felt anxious about her next…
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The “Big Beautiful Bill” Summarized
On July 4, 2025, Congress passed a sweeping budget reconciliation measure known as the “One Big Beautiful Bill Act” (OBBB), or simply the “Big Beautiful Bill.” This comprehensive legislation includes hundreds of provisions that will significantly reshape federal policy across a wide range of areas that impact everyday life in the United States, including taxation,…
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Navigating College Costs in the Wake of the Big Beautiful Bill
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law, ushering in sweeping reforms across multiple sectors, including tax policy, immigration, healthcare, food assistance, and energy. However, some of the most significant and immediate impacts of the legislation will be felt by students and families navigating the cost of higher…
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Coming Soon: Mandatory Roth Treatment of Catch-up Contributions for High Earners
Age 50+ catch-up contributions have been available since 2002 and have provided older workers with a mechanism to boost their retirement savings, especially if they had fallen behind in retirement savings earlier in their careers. The rules regarding catch-up contributions have not changed since they were first made available in 2002, that is until SECURE…
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Living Longer Means Rethinking Retirement and Careers
“May you live as long as you want, and never want as long as you live,” goes a traditional Irish saying. With average life expectancy trending up, many more people are enjoying the first part of that blessing. Others find themselves happily retired but going through savings faster than anticipated as they age. With living…
