A common topic that arises when we meet with clients is they want to know what their money is actually being invested in. You’ve worked hard to earn and save, so you deserve a clear answer to that question. Two of the most common building blocks of a typical investment portfolio are mutual funds and ETFs.
If you’ve been named the executor of an estate, the process of “unwinding” a person’s life is a significant legal and financial responsibility. If not taken seriously, mistakes or mismanagement can result in personal liability. So, we created a step-by-step guide of what to expect when serving as an executor.
An effective giving strategy benefits both the recipient and the giver. By using a “bunching” strategy, you can contribute multiple years of charitable giving into a Donor Advised Fund (DAF) and unlock a significant tax deduction when you need it most.
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Less than 1 in 3 people in the U.S. holds a will, and more than half have no legal protections in place whatsoever. While everyone agrees that an estate plan is essential, why have so few actually followed through? It’s probably because they don’t know where to start.
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With the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, the federal government established a new, federally sponsored investment account for children called “Trump Accounts.”
Only about 20% of U.S. workers have access to a pension, and just 7% contribute to an additional retirement plan alongside one. If you’re fortunate enough to have a pension, you have a tremendous opportunity to get ahead of not only your peers, but the workforce as a whole.
Put simply, if you start collecting Social Security before your Full Retirement Age (FRA), your benefits could be significantly reduced or even completely withheld if your income surpasses certain limits.
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