A timely commentary paired with an engaging video makes the Quarterly Market Insights one of our most anticipated pieces each quarter.

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.

Think an IRS audit is something to fear? Good news — it’s far less likely than you might imagine. Read how audits really work, why most taxpayers are never selected, and the simple steps you can take to keep your return accurate and stress‑free.

No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime for an IRS audit.

Ensure you're aware of key Individual Retirement Account (IRA) deadlines and contribution strategies.