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.
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Discover why the Federal Reserve’s Beige Book is more insightful than its name suggests. Explore how this unique economic report blends data with real-world perspectives to shape monetary policy and reveal the human side of the economy.
Discover how older adults are embracing lifelong learning by enrolling in college courses across the U.S. Learn about the cognitive, social, and emotional benefits of education later in life, and how tuition-free programs are making it more accessible than ever.
Explore why estate planning is crucial even without direct heirs. Learn how to choose trustees, executors, and agents, and discover philanthropic strategies like donor-advised funds and charitable trusts to ensure your legacy reflects your values.
Explore how the journey to adulthood has evolved over the decades. This article examines shifting societal expectations, financial dependencies, and the emotional investments parents make as young adults navigate education, careers, and independence in today’s complex world.
Learn how cash balance plans can help high-income business owners accelerate retirement savings and reduce tax liability. Discover the benefits, contribution limits, and strategic advantages of pairing these plans with 401(k)s and profit-sharing options.
Discover how life insurance can serve as a strategic asset for business owners—supporting executive benefits, succession planning, and estate liquidity. Learn key uses and tax considerations.
Explore the future of Social Security and how changing demographics, funding challenges, and potential reforms could impact your retirement. Learn what actions Congress may take and how to prepare.
How to start planning for the future of a valuable collection.
Tuition is a significant expense in any financial plan. However, SBLs, or securities-based lines of credit, can offer a potential solution. Read on to find out how these lines of credit compare to student loans:
The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:
Discover how corporate donor advised funds (DAFs) simplify giving, offer immediate tax benefits, and build a legacy of community impact aligned with your values.
For many retirees, one of the most consequential decisions isn’t just where to live, but how. Should you invest in homeownership for the long haul, or opt for the flexibility and lower upfront costs of renting?