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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It's important for your business to have cash on hand to meet everyday expenses, pay salaries and suppliers, invest in new equipment, real estate or technology, and fuel growth and expansion. Learn more about useful cash management strategies.
Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill.
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?
Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence.
A tentative timeline toward rate cuts in 2024 was revealed in the updated Summary of Economic Projections.
A monthlong feast, November had a dish to suit nearly every taste. The four-week rally sent major market indices to near or beyond the year-to-date peaks reached at the end of the second quarter.
If you inherited a retirement account in 2020, 2021 or 2022, you may be affected by a recent IRS decision. The IRS may not expect RMDs to be made from that account for tax year 2023 for a subset of IRA beneficiaries that are subject to the 10-year payout.