Insights

Jimmy Buffett's legacy and music reminds us to live authentically, enjoy the journey and build a financial plan based on life goals.

Today, we're walking through the 10 crucial steps to take during your child's high school years to set them up for success in college – let’s dive in.

Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.

This blog will explain why some people choose to retire early and the pros and cons of that decision.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Our latest article provides a comprehensive overview of this federal law and its impact on retirement planning.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

Whether your clients are new to equity compensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.

This blog will provide tips to help people understand what documents they should keep and what documents they should shred.

You know what’s worse than judging a book by its cover? Judging a book by its cover… and then making financial decisions based on what you guess the book might tell you.

With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.

This blog guides clients through the insurance journey, from what it does to what they need—and how you can help.

It turns out, unnecessary plastic items don’t buy happiness. But memorable experiences do, especially when shared with the people you love.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons.

This blog will discuss education savings programs, including 529 plans and other options.

How might a mother make wise financial choices with her future in mind? This article covers numerous paths to consider.

We’re so good at recognizing patterns that we often see them where they don’t even exist.