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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Kick off 2026 with smart financial resolutions: update beneficiaries, boost liquidity, review retirement, align investments with your values, and consult your advisor.
Unlock faster home purchases with technical refinancing: use a securities-based line of credit for a cash offer, then refinance with a mortgage later. Discover how.
Learn how grandparents strengthen family bonds, guide financial choices, and leave a lasting imprint on future generations.
Discover how using an irrevocable life insurance trust to fund long‑term care can reduce estate taxes, protect premiums, and support generational wealth.
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.