Financial Insights

As we step into a new year, many of us set resolutions to improve our lives: exercising more, eating healthier, or learning something new. But we rarely apply that same intention to our financial lives. What if, instead of doing more in 2026, we focu...

Are you spending as much time driving your parents to doctor appointments as you are driving kids to soccer? Navigating both long-term care and student loans? Trying to budget for your own retirement while also worrying about your parents’ healthcare...

The 2025 Tax Act reshapes how individuals can deduct charitable gifts, introducing new thresholds, timing considerations, and deduction limits that meaningfully impact anyone who donates consistently or in meaningful amounts. While charitable giving ...

Thinking about moving to a lower-tax state or splitting time between homes? Relocating can open new opportunities, but it can also trigger unexpected audits, taxes, and legal hassles. Here are five common traps to avoid (and how we can help you plan ...

Your estate plan is your financial game plan, a playbook designed to safeguard your family’s future. But even the best game plan won’t win without the right team on the field. Your team – your executor, trustees, agents, and advisors – ar...

As the year winds down, it’s natural to reflect on what truly matters, and for many, that includes giving back. Whether your goal is to support causes close to your heart or make a lasting difference in your community, year-end philanthropy is an opp...