Get practical insights to help you navigate 2026 with confidence. From market volatility and extended care planning to smart 529 strategies and everyday financial tips you can use right now.

Fame and fortune don’t guarantee thoughtful estate planning—as illustrated by the high-profile legal battles surrounding the estates of icons like Aretha Franklin, Jim Morrison, Prince, and others.

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This blog will talk about the financial implications and the emotional considerations of receiving an inheritance windfall.

As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals.

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.