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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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Learn how the One Big Beautiful Bill transforms HSAs in 2026—with higher contribution limits, new reimbursement rules, and planning opportunities.
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Planning your summer vacation doesn't have to be stressful. From involving your kids in the money side of planning to using the bucket approach for saving, we've got ideas to help make your vacation planning more serene.
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From bank accounts and airline miles to family photos and crypto wallets, our digital lives are rich with both financial and sentimental value. And yet, most estate plans still overlook this critical area.
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In this article, I’ll break down the most important things to know about 529 plans—how they work, how they affect financial aid, how much they can save you in taxes, and how they compare to other savings options.
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In this article, we’ll answer the most common questions about deferred compensation plans, how they fit into a retirement income strategy, and what to watch out for when making elections.
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