Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most overlooked. Nearly 70% of retirees will need some form of LTC at some point during their lifetime; this care can range from in-home assistance to 24-hour carein a...
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person's death, the estate is still subject to probate and assets pass to unintended...
In recent years, the rapid growth of financial tools, financial influencers, investment types, online trading platforms and wealth-building options has many investors struggling to keep up. Add to that the pressures of inflation and market volatility, and you may be...
As part of the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, the Trump administration launched a new type of savings account for children under age 18. Commonly referred to as Trump accounts, these tax-advantaged savings vehicles are...
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
While there are many considerations when tax planning, where you live may be one of the most far-reaching. Income, property and estate taxes can vary considerably from state to state and in some states can be quite substantial. Given the high stakes involved, more and...
Establishing an appropriate portfolio allocation is key to supporting your long-term wealth building potential. A strategically allocated portfolio can help manage downside risk, support growth potential and stay aligned with your goals over time. Your specific...
If you're like many women, the demands of career, family and personal responsibilities can make it difficult to focus on wealth management. However, your financial security is too important to leave to chance or to someone else.
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test investor resolve. Long-term Treasury yields climbed to multi-decade highs amid renewed concerns about deficit and inflation....
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
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