Most couples have never actually said a dollar figure out loud to each other about paying for college. They've said "we'll figure it out," or worse, they haven't even talked about it. There's no plan, just a hope that it will work out.

Changing jobs used to be simple: find a new employer, negotiate a higher salary, and move on. Today, career decisions look much different. ‍ ‍Some people are finding themselves deep into their careers, realizing they want a different life and are now having the courage to go after it! Whether it’s leaving their high-paying job for a better work-life balance, making a career change, taking a few months off to recharge, caring for family, or furthering their education, they are

Five million. That's how many Trump Accounts had already been opened by April 15, 2026.

Most people breathe a sigh of relief when April 15 passes (we sure did!). The returns are filed, the refund is on its way (or the check is in the mail), and taxes get pushed to the back of the mind for another year. But here’s the truth that most people miss: the day after you file is actually the best time to start planning for next year.

The landscape of charitable giving is evolving, and 2025 offers powerful planning opportunities. Whether your goal is to support local nonprofits, reduce taxes, or build a long-term charitable plan, several strategies work exceptionally well.

The landscape of charitable giving is evolving, and 2025 offers powerful planning opportunities. Whether your goal is to support local nonprofits, reduce taxes, or build a long-term charitable plan, several strategies work exceptionally well.

I was speaking to a client earlier this week about the passing of the One Big Beautiful Bill (OBBB) Act. They responded, “Is that really what it’s called?” Yes, folks. That’s what it’s called.

It sounds like a simple question, but the answer can get complicated quickly. We recently worked with a couple who have two little ones under age three.

It sounds like a simple question, but the answer can get complicated quickly. We recently worked with a couple who have two little ones under age three.

The countdown begins. August 1st marks the official opening of the college application season for students looking to start school in Fall 2026. And while high school seniors are dreaming of their first year of independence, parents (and students) should be preparing for a deadline that’s just as critical: October 1st, when the FAFSA (Free Application for Federal Student Aid) opens.

As a financial planner, I’ve handled the estates and financial affairs of many clients throughout my professional career. Despite that experience, I still found out a lot about administering the death of a loved one.

‍Let’s set the stage. It’s our first interaction with a client. We hit them with the big question, “I want you to imagine you have all the money in the world – what does your life look like, what do you change, how do you use the money?” That’s deep. The number one response we hear… I’d like to travel more🎒🗺️. ‍ It’s no secret that travel is important to our generation. Travel allows us to experience different cultures, see how people live around the world, and inspires us