The Power of Beneficiary Designations – Rethinking Your Approach

As your assets and family grow, legacy planning may become more important to you. One of the most impactful things you can do for your family and legacy is rethink your approach to beneficiary designations.
What About My Retirement Accounts?: Tax Efficient Charitable Giving Strategies Part 3 of 3

Tax-deferred accounts are popular tools to save for retirement, but for some retirees, these accounts come with a new challenge—Required Minimum Distributions (RMDs).
Striking Balance in the Risk Equation

Whether you’re a retiree enjoying the fruits of your labor or a business owner steering through the complexities of entrepreneurship, risk affects us all, and it’s crucial to find the balance between emotional resilience and financial stability.
When Markets Give You Lemons: Tax-Loss Harvesting

We’ve all heard the saying, “When life gives you lemons, make lemonade.” That same attitude can serve investors well when managing their non-retirement investment portfolios. Naturally, investors tend to place a lot of their efforts on maximizing returns but often fail to pick up the “low-hanging fruit” that can increase their net returns after taxes. […]