Long-term healthcare and your legacy

Most of us will need some form of long-term care as we age. These expenses (rarely covered by health insurance) can ruin your legacy if you don't plan for them.

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05.14.2025

How to navigate taxes on a ‘big money event’

Too often, we see people worry about their financial wins because of the tax implications. Here are a few ways to manage that risk.

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04.30.2025

April 2025 market update

Inflation numbers came in lower than expecting, easing some of the market concern about tariffs. Now, the focus is on the Fed's plan for rates in 2025.

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04.08.2025

Start formalizing your family values

This checklist can help you put words to your family values. From there, think about how your values affect your community, finances, and life overall.

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03.19.2025

May 2025 market update

April kicked off with the long-anticipated tariff announcements from the Trump administration; stocks promptly sold off before bouncing back.

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05.13.2025

Do women need to take a different approach to wealth?

Women face certain unique challenges when it comes to money, investing, and financial planning. In other ways, they're just like men. We break down what women need to know.

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04.23.2025

Should you worry about volatility?

Most investors hate volatility, whereas pros use volatility to help generate potential profit. Where is the disconnect and do you need to worry?

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03.28.2025

March 2025 market update

Tariffs and massive government spending cuts by the Department of Government Efficiency (DOGE) sparked uncertainty and selling.

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03.12.2025

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