News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
Why Higher Real Interest Rates Matter for Long-Term Investors
Interest rates have become one of the defining themes in today's financial markets. They influence everything from borrowing costs and mortgage...
How to Evaluate New Investment Opportunities Such as IPOs
News of potential public offerings from high-profile companies like SpaceX, OpenAI, and Anthropic has generated significant excitement among...
Can You Collect Social Security Benefits From an Ex-Spouse? Here’s What You Need to Know
If you're approaching retirement after a divorce, you may have heard that you can collect Social Security benefits based on your former spouse's...
Fiduciary Advice and the Value of Trust in Financial Planning
Financial planning often involves far more than numbers alone. Major financial decisions are frequently connected to deeply personal priorities:...
Financial Planning for Healthcare Practice Owners: Balancing Business Success and Personal Goals
Building and managing a healthcare practice often requires balancing far more than patient care alone. Practice owners frequently navigate...
How Advanced Estate Planning Can Maximize Family Wealth Transfer
For many people, accumulated wealth represents far more than just a financial figure. It reflects years of dedication, careful saving, and personal...
Retirement Planning
Can You Collect Social Security Benefits From an Ex-Spouse? Here’s What You Need to Know
If you’re approaching retirement after a divorce, you may have heard that you can collect Social Security benefits based on your former spouse’s work record. It’s a common question, and in many cases, the answer is yes. However, there are several important rules that determine whether you’re eligible and how much you may receive.
Fiduciary Advice and the Value of Trust in Financial Planning
Financial planning often involves far more than numbers alone. Major financial decisions are...
What Financial Independence Really Means
For many people, financial independence is often framed as a number—a savings milestone,...
Tax Planning
Why Donating Appreciated Stock May Be More Tax-Efficient Than Selling It
Donating appreciated stock instead of selling it may help reduce capital gains taxes while supporting your charitable goals more efficiently.
Tax Season Financial Planning: How to Evaluate Your Cash Flow
Your tax return provides more than numbers—it offers a clear snapshot of your financial life. Here’s how to use tax season to evaluate your cash flow strategically.
Can I Create a Roth if I’m Over the Income Limit? – Backdoor Roth IRA: How It Works, Pros & Tax Considerations
If your income exceeds Roth IRA contribution limits, a backdoor Roth conversion may offer a strategy to fund a Roth IRA indirectly. Here’s how it works and what to consider.
Investment Management & Financial Markets
Why Higher Real Interest Rates Matter for Long-Term Investors
Interest rates have become one of the defining themes in today’s financial markets. They influence everything from borrowing costs and mortgage rates to bond prices and stock valuations. As Treasury yields have risen to levels not seen in years, many investors are asking what this means for their portfolios. One concept that has become increasingly important is the real interest rate, sometimes called the real yield. Unlike a bond’s stated interest rate, a real yield accounts for inflation, providing a clearer picture of purchasing power over time. Understanding how real interest rates work, and why they have moved higher, can provide helpful context when evaluating today’s investment environment and reviewing a long-term financial plan.
How to Evaluate New Investment Opportunities Such as IPOs
News of potential public offerings from high profile companies like SpaceX, OpenAI, and Anthropic has generated significant excitement among investors. When well-known private companies announce plans to go public, it’s natural to wonder whether these opportunities deserve a place in your portfolio.
Fiduciary Advice and the Value of Trust in Financial Planning
Financial planning often involves far more than numbers alone. Major financial decisions are frequently connected to deeply personal priorities:...
Estate Planning
How Advanced Estate Planning Can Maximize Family Wealth Transfer
For many people, accumulated wealth represents far more than just a financial figure. It reflects years of dedication, careful saving, and personal...
Prevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial...
Rethinking RMDs: The Key to Smarter Retirement Planning
Retirement is a milestone many eagerly anticipate—a time for relaxation, pursuing hobbies, and cherishing family moments. But when it comes to...
Cash Flow Planning
What Financial Independence Really Means
For many people, financial independence is often framed as a number—a savings milestone, retirement target, or investment benchmark to achieve. But...
How the Housing Market Shapes the Broader Economy & Your Financial Picture
The housing market plays a critical role in both the broader economy and your personal financial picture. From home prices and mortgage rates to household debt and long-term wealth, understanding these dynamics can help you make more informed financial decisions.
Tax Season Financial Planning: How to Evaluate Your Cash Flow
Your tax return provides more than numbers—it offers a clear snapshot of your financial life. Here’s how to use tax season to evaluate your cash flow strategically.
Business Owners / Executive Planning
Financial Planning for Healthcare Practice Owners: Balancing Business Success and Personal Goals
Building and managing a healthcare practice often requires balancing far more than patient care alone. Practice owners frequently navigate...
Using a Roth IRA for Children in a Family Business
A Roth IRA can be a powerful way for small business owners to build wealth for the next generation. Learn how this strategy works and why starting early can make a lasting impact.
Integrating Equity Compensation Into Your Financial Plan
Equity compensation can be a powerful wealth-building tool—but only when thoughtfully integrated into your financial plan. Learn how to manage risk, taxes, and concentration exposure.
Insurance Planning
Understanding Medicare Planning: IRMAA, Costs & Key Retirement Decisions
Medicare is one of the most important — and misunderstood — components of retirement planning. From IRMAA income cliffs to coverage decisions like Medigap vs. Medicare Advantage, the choices you make can significantly impact your long-term financial plan.
Assess Life Insurance Needs
If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often,...
Prevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial...
Charitable Planning
Why Donating Appreciated Stock May Be More Tax-Efficient Than Selling It
Donating appreciated stock instead of selling it may help reduce capital gains taxes while supporting your charitable goals more efficiently.
Navigating Tax Law Changes for 2026 Tax Planning
Significant tax law changes taking effect in 2026 may impact retirement contributions, deductions, and Social Security taxation. Understanding how these updates fit into your broader financial plan can help you identify opportunities and avoid unintended consequences.
How Qualified Charitable Distributions (QCDs) Can Lower Your Tax Bill in Retirement
For many retirees, charitable giving is about more than generosity - it’s also a way to align financial strategy with personal values. Qualified...
Medical Professionals
Financial Planning for Healthcare Practice Owners: Balancing Business Success and Personal Goals
Building and managing a healthcare practice often requires balancing far more than patient care alone. Practice owners frequently navigate...
Filling the gap: Advanced retirement plan strategies for dentists
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click...
Cash Balance Plans: A Powerful Retirement Strategy for High Earners
As a high-income professional or business owner, you may be looking for additional ways to save tax-efficiently for retirement beyond traditional...