Broker Check

Blog

Browse our archived thought pieces here.

If you're interested in older content, let us know!

Wednesday, September 30, 2026

Will your future income keep pace with the life you are preparing for? In October, the Social Security Cost-of-Living Adjustment (COLA) for 2027 will be announced. The annual adjustment is designed to help benefits keep up with...

Friday, September 18, 2026

Wednesday, September 9, 2026

📌 Most families think they have until next June to file the FAFSA. For a lot of state and school aid, that's already too late. FAFSA for the 2027-28 school year is set to open on October 1. The federal deadline runs through June 30,...

Tuesday, August 25, 2026

There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question about an account they have had for years. A conversation where they...

Thursday, August 13, 2026

There's a difference between leaving money to your family and giving it to them. One happens after you're gone. The other lets you see the impact. The annual gift exclusion is one straightforward way to do the latter. For 2026, the...

Show All

Monday, August 10, 2026

🏠 Most families have the same strategy for long-term care: deal with it when it happens. The problem is, by the time it happens, the choices have already narrowed. Nearly 70 percent of today's 65-year-olds will need some form of...

Tuesday, August 4, 2026

☂️ One lawsuit has the potential to undo what it took a lifetime to build. Most people assume their home and auto insurance policies cover everything. For everyday situations, they often do. The problem is the situation that you never...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Wednesday, February 25, 2026

Updating retirement account beneficiaries is crucial to avoid unintended asset distribution, legal issues, and tax implications. Act now to protect your legacy.

Wednesday, February 11, 2026

Learn about the 2026 updates to 401(k) and IRA contribution limits, including changes for high earners and new rules for catch-up contributions.

Wednesday, November 12, 2025

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Thursday, October 23, 2025

🍼 Did you know the new tax law creates a federally backed investment account—the “Trump Account”—for every American baby born between 2025 and 2028? 🤔 FAQs: Q: When does this start? A: The program launches in 2026, with funds...

Wednesday, October 1, 2025

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...