Blog
Four Reasons Millennials Need an Estate Strategy
As a millennial, you’re young, building your career, and maybe don’t have significant savings yet, so estate planning might feel like something to worry about much later in life. However, that assumption could be costly… The reality is...
Read MoreThe One Big Beautiful Bill and You
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this year, making some of those rules permanent. The bill also creates several new...
Read MoreA Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This...
Read MoreMaking Sense of HSAs and FSAs
Making Sense of HSAs and FSAs With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade,...
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