The Latest From Our Blog

What to do with a bonus? Before you spend it all, consider a few smart moves—boost your emergency fund, pay down high-interest debt, invest, or accelerate retirement and family goals

Many families think of wealth as numbers on a statement, but the real goal is freedom, security, and a legacy that lasts. This article walks through how to define “enough,” align your investments with real life, and build a clear plan your family can carry forward.

Medicare Open Enrollment runs through December 7. See what’s changing for 2026—tightening extras and networks in Medicare Advantage, pricing and underwriting nuances in Medigap, plus key Part B/D updates—and use our quick checklist before you choose.

This blog provides strategies to protect your business from cyber threats, including employee training, strong password policies, software updates, and incident response planning.

Fall finance guide: practical steps for investing, taxes, estate planning, and charitable giving—plus a holiday budget to start 2026 on track.

This blog highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.

If you filed an extension and you’re looking for ways to make a 2024 retirement plan contribution right now, you still have options. Below is a practical, plain-English guide to what’s possible, what’s no longer available, and how to choose the right path based on your entity type and deadlines.

This blog provides practical strategies for recovering from a financial setback, including budgeting, debt repayment, increasing income, and rebuilding financial stability.

This quarter reminded us why planning beats headlines. With the One Big Beautiful Bill (OBBBA) extending key tax rules, a September rate cut from the Fed, and inflation easing, investors got a clearer runway—and a lot of noise. For retirees 65+, higher standard deductions open new planning opportunities, including smarter Roth conversion timing. Below, Brett unpack what changed, why it matters.

Paper checks end Sept 30, 2025. Learn how to switch to direct deposit for IRS refunds & benefits, avoid delays, and protect payments with our quick checklist.

Home insurance premiums have surged in recent years due to rising costs and insurer losses. Learn why rates are climbing and how shopping multiple carriers and brokers can help you save while protecting your home.

Get clear, up-to-date answers about Trump Accounts under the One Big Beautiful Bill—eligibility, government seed funding, contribution limits, tax benefits, and what is still under clarification