Managing New Tax Changes to Optimize Your Financial Plan
Former Senator Max Baucus observed, “tax complexity itself is a kind of tax.” This is especially true in 2026 as policy changes create new planning opportunities.
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Using Behavioral Finance to Improve Investor Outcomes
Behavioral finance studies human reactions to investing. Now that this discipline has been around for over 50 years, what can we learn from it?
Read MoreCharitable Giving: Advanced Strategies for Year End Planning
The question isn’t just whether to give, but how to do it in ways that maximize your gifts while benefiting your financial plan.
Read MoreAre Investors Holding Too Much Cash?
For long-term investors, a growing challenge today is how to manage cash as short-term interest rates fall. What appears safe actually comes with real costs.
Read MoreShould You Set Up a Trust? 5 Questions To Ask First
You’ve heard about trusts. But is one right for your family? Learn about 5 important questions to ask before you decide to set up a
trust.
How to Navigate Fears of a Market Bubble
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking “are we in a bubble?
Read MoreHow Investors Can Keep Up with Inflation
Inflation is the silent earthquake of your finances: harder to see, but potentially just as damaging. That’s why protecting against it is critical.
Read MoreThe Dangerous Truth About Retirement Calculators (and What to Trust Instead)
Many assume retirement calculators offer a dependable way to plan the future. But most rely on one dangerous assumption.
Read MoreThe Role of Social Security in Financial Planning
Whether you’re days or decades away from retirement, it’s never too early to understand how Social Security fits into your financial plan.
Read MoreThe Importance of Offense and Defense in Challenging Markets
Rising uncertainty and volatility remind us that in many parts of life including financial planning, we need to consider defensive as well as offensive strategies.
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