The Latest From Our Blog

A Health Savings Account (HSA) is often viewed as a simple way to pay for doctor visits, but it can be much more. For eligible families, an HSA offers a rare triple tax advantage—potentially tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses. Because the balance can roll over and may be invested, an HSA can also support long-term planning and help fund healthcare costs in retirement.

In Brett Carleton's Winter 2026 Market Perspectives, he looks back at a strong 2025 for both U.S. and international stocks—despite tariff uncertainty and geopolitical headlines. He highlights how AI-driven investment and solid corporate earnings helped power market momentum. Brett also breaks down key economic trends shaping the outlook, including lower oil prices, softer housing, easing inflation pressures, and Fed rate cuts. Looking ahead, he shares what could drive volatility in 2026—and why staying diversified and disciplined matters more than reacting to headlines.

Trump Accounts are a new tax-advantaged savings option for kids starting in 2026. Learn eligibility, $1,000 seed money, limits, and withdrawal rules.

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.