The number of ways to save for children has expanded with the creation of 530A accounts by last year’s One Big Beautiful Bill Act, which are commonly referred to as “Trump Accounts.” These savings vehicles provide families with more ways to build wealth across generations, but require consideration for how they are prioritized and interact as part of a holistic financial plan.
Despite its importance, a 2025 survey found that fewer than one in three Americans report having a will, and more than half say they have no estate plan at all.1 This gap between intention and action is significant. Without a thoughtful structure in place, wealth that took decades to build can be eroded by taxes, legal complications, and unintended distributions. Advanced estate planning addresses this challenge by creating a coordinated approach designed to maximize the efficient transfer of assets to the people and causes that matter most.
Financial literacy is the key to a secure future. Read more about why we should teach teens and young adults how to budget, save, and make smart money decisions!
Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.
Weddings are a joyous occasion, but they can also be expensive! Here are some helpful tips for budgeting for the big day. What are the top weding expenses to consider?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.
With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
This blog will provide helpful information about what estate planning might look like for blended families.
January is Financial Wellness Month, a time to check-in with your financial strategy.
This article will be about classic finance books that have stood the test of time and provide relevant financial tips.
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.