Blog

The holidays are all about gathering with loved ones, sharing laughter, and creating memories—and believe it or not, it’s also a perfect time to chat about money!
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As Americans live longer, more families are facing the realities of long-term care — and the costs that come with it. Planning ahead helps protect not only savings but also peace of mind.
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There are a lot of changes to Medicare in 2026, including fewer part D plans being offered and expected higher premiums on Part B. It's critical to review all the new information before enrolling.
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If your child is graduating from high school in 2027 and going to college, your 2025 income will be counted by FAFSA. Take a look at our list of what is included as income, either assets or investments.
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We're entering the critical year-end financial planning season—a time to review goals, adjust strategies, and generally strengthen your financial health. With this in mind, we're sharing a table of important start and end dates related to tax credits, exemptions and other financial transactions in the One Big Beautiful Bill Act (OBBBA).
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Life insurance is a widely used tool to provide financial protection, with over half of American adults holding coverage to secure their loved ones’ futures. But how do you know if you need life insurance or how to calculate the amount you need? Since September is life insurance awareness month, we're sharing several facts we want you know about life insurance.
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From fresh opportunities for smaller donors to important timing strategies for large gifts, here’s what you need to know—and why 2025 is a crucial planning year.
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If you have an Income-Related Adjustment Amount (IRMAA) because your income was above a certain amount, read our guide for appealing this surchage for Medicare Part B and D premiums.
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For most parents, sending a child off to college is an exciting milestone — and a little nerve-wracking. In my work with families, I often suggest a few important steps to take before move-in day. They range from teaching basic life skills to making sure legal, insurance, and financial matters are in order.
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The One Big Beautiful Bill Act (OBBBA), signed into law this July, brings sweeping changes to the tax code starting in 2026. From expanding healthcare and education savings to introducing new small business incentives, the bill includes updates that could make a meaningful difference for your family’s financial future.
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Sending your teen off to college? Don’t forget the paperwork. Once your child turns 18, you lose automatic access to their medical, financial, and academic records—even in an emergency.
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In my latest article, I share a 5-question framework I use with clients to help them build investment portfolios. Whether you're investing for retirement, college, or financial independence, this mid-year investment check-in offers practical tips to stay tax-smart, diversified, and intentional.
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