Financial security isn’t just about today. It’s about preparing for the unexpected and ensuring your legacy reflects your values. Whether you share financial responsibilities, anticipate future care needs or want to leave a lasting impact, ...

Historically, advisor relationships with heterosexual client couples have tended to focus on the male partner. Driving this dynamic is the legacy of legal inequality that put men in the proverbial driver’s seat. Reinforcing this dynamic ...

More than half of the country’s GDP is generated by family-owned businesses. Profits aren’t the only priority for most family businesses; indeed, the vast majority of family business owners report that other factors, such as ...

By Josh Dukelow, gift planning officer Potential tax reform has seemed ever-present on the federal legislative agenda for the last few years. There are signs, though, that we may be getting clarity soon. First, SECURE ...

If it feels as though your clients are asking more questions these days about retirement planning, you’re likely not imagining it. Heightened awareness of retirement planning rules and tools is no doubt in large part ...

Tax issues related to the charitable deduction are hot topics these days as potential tax reforms are circulating in Congress. Included in the discussions, for example, is proposed SECURE Act 2.0 legislation that passed the ...

This spring, there is certainly no shortage of proposed tax law changes in the works. Notably (and recognizing that it is impossible to predict when, or if, any proposed legislation will become law), we are ...

The COVID-19 era is sometimes referred to as the Great Resignation because of the large number of people who have exited the workforce in the last couple of years. Some are referring to this period ...

As your clients gear up for another year of giving, how can you help them make the most of their good intentions? Consider helping clients plan their charitable giving budgets around three points: amount, timing ...

More than half of the country’s GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren’t the only priority for most family businesses; indeed, the vast majority of family business ...