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?
Review how six major life events can impact your federal return.
Learn how the benefits of a donor advised fund may benefit you, and the causes you care about.
Beyond the generic advice of “saving more,” these nuanced strategies can help your cash flow.
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: You don’t have to make $1 million to save $1 million.
Everyone leaves behind a unique legacy. For some, it’s meaningful to pass down something tangible – an item or heirloom. For other people, contributing to a cause that’s close to their heart is what matters most. Regardless of your priorities, sharing your life’s passions with your loved ones is one of the finest ways to create a legacy that lives on.
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?