Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
Looking for more personalized advice?
Giving appreciated stock can be a sweet gift for both you and your favorite charity.
Discover five essential year-end tax strategies to help businesses reduce liabilities and improve their bottom line. Learn tips on deferring income, accelerating deductions, optimizing business structure, leveraging Section 179, and reviewing retirement plans.
Explore smart tax-saving strategies to reduce your 2025 tax bill before year-end. Learn tips on deductions, income management, retirement contributions, and tax-loss harvesting to optimize your financial plan.
Learn how to spot and stop common fraud tactics before they impact your life. This guide explains the most frequent scams – from tech support and charity fraud to lottery and grandparent schemes – and offers practical tips to protect your finances and personal information.
Maximize your impact with thoughtful philanthropy. Discover how strategic timing, giving vehicles, and family engagement can align your charitable goals with tax and estate planning. Looking to meet with someone to specifically build a financial plan around living a generous life. Consider our Ten Talents Charitable Strategies services.
Social Security benefits are set to rise 2.8% in 2026 adding ~$56/month for nearly 71 million retirees, helping offset inflation and cost pressures.
Help your business thrive beyond your tenure. Learn estate-style succession planning—IDGTs, GRATs, SCINs—to secure legacy, reduce tax, and ensure continuity.
Discover the three essential pillars of a purposeful retirement—Health, Avocation & Community—and learn how to build lasting well‑being, meaningful engagement, and vibrant connections in your golden years.
Learn how to organize and secure your important documents for your heirs. This guide covers wills, powers of attorney, medical directives, and digital storage tips to ease end-of-life planning and protect family harmony.
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Discover how to reduce hiring risks by rethinking traditional interviews. Learn innovative strategies to assess candidates more effectively and support long-term success.
Discover essential financial planning tips for single parents, including budgeting strategies, emergency fund goals, health insurance insights, tax benefits, and saving for your children's future. Learn how to build a secure financial foundation for your family.