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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Learn 6 key Social Security survivor benefit rules, including eligibility, benefit amounts, and timing strategies to maximize income for surviving spouses.
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.
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.
Help your business thrive beyond your tenure. Learn estate-style succession planning—IDGTs, GRATs, SCINs—to secure legacy, reduce tax, and ensure continuity.
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.
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.
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 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.
For every person drawing Social Security benefits, there are just 2.7 workers paying into the system. It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure retirement, so no wonder it isn’t easy to convince yourself to embrace risk. As vital as wealth preservation is, especially when nearing retirement, returns are still an important consideration.
Learn how to get the most from your hard-earned benefits.
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 SECURE Act 2.0 legislation builds on previous retirement savings changes and contains provisions that further raise the RMD age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities. Read more here: