August marks National Make-A-Will Month, an annual observance aimed at raising awareness about the importance of creating and updating your will. Even though having a will is critical for protecting loved ones and ensuring your wishes are honored, studies show that the majority of Americans still don't have one. Keep reading to find out everything you need to know about creating a will and why it is important.
In July 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, representing the most sweeping changes to U.S. tax, estate, and fiscal policy in years. Whether you’re an individual taxpayer, a business owner, or a family with estate planning needs, this law introduces new opportunities (and a few new challenges) that are important to understand as you look ahead.
Financial freedom is a powerful goal. One that could mean something different for everyone. For one person, it's retiring early and traveling the world; for others it's simply living with out the stress of repaying debt or needing to check the balance in their bank account before making a purchase. Keep reading to find out what financial freedom can look like for different people and discover tips to implement in your life to help you achieve it.
As our parents grow older, we often assume new responsibilities. One of the most delicate and difficult topics to address is their financial situation. Although it may feel awkward, having this discussion is essential for safeguarding their well-being and making sound choices. Keep reading to gain a better understanding of why this conversation matters and discover strategies for approaching it with compassion and dignity.
In honor of National 529 day on May 29th, take some time to explore what education savings plan may be best for you. While 529 plans are among the most popular, there are other programs worth considering. Let’s break down the main options to help you decide which best fits your needs.
Running a business brings its own set of challenges and opportunities, especially when it comes to planning for retirement. Read more to explore why retirement planning is different for business owners and highlight some important factors to keep in mind.