Building your legacy with purpose

Sandwich generation: How to manage caring for parents and kids

Planning ahead for these types of expenses is one of the best ways to handle the financial burden of being a part of the sandwich generation.

How a new Trump Account can fit into a long-term investing plan for your child

A Trump Account is a type of individual, tax-advantaged investment account for U.S. children under age 18 who have a valid Social Security number.

Teaching kids about investing: A guide for every age

Investing might seem like a topic that’s too complex for children to understand, but there are many age-appropriate ways to broach the topic. Doing so can financially benefit your child down the line.

Fundamental estate planning considerations

Even with a solid plan in place, it’s important to check in every so often to ensure that your plan and documents continue to reflect your wishes.

How to talk to loved ones about estate planning

The best time to have this conversation is right now. If you’re unsure about how to broach the subject, consider looping in a trusted family friend that can help you navigate the conversation with compassion.

Understanding beneficiary designations: Common mistakes and how to avoid them

Beneficiary designations determine who inherits certain assets and accounts, in most cases bypassing your will, and may help avoid the court-supervised probate process.

Financial planning for business owners: 5 things to consider

Business owners often have much of their wealth tied to their business. Having a holistic financial plan in place that addresses your personal needs and the needs of your business is important.

Introduction to succession planning for business owners

Although every business inevitably faces a change of control or ownership, many owners have no formal business succession plan in place.

Business succession planning: Valuing your business

The three most common valuation methods are the asset approach, the income approach and the market approach.

Selecting the right assets to give to charity

In order to maximize the value of your donations, it’s also critical to choose carefully which assets you plan to give.

How to plan for charitable giving

There are many reasons to give to charity, including honoring a loved one, creating a legacy, supporting a cause, and potentially lowering income taxes.

Are you maximizing your charitable giving?

Not sure where to direct your gifts? Starting with your own values and giving in line with what moves you is always a great place to begin.