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September 23, 2022

FAFSA Changes Are on the Way

If you have a student who will be enrolled in college for the 2023–24 school […]
September 12, 2022

Choosing Between a Donor-Advised Fund and a Private Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]
July 29, 2022

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]
July 12, 2022

Cybersecurity in 2022

Cybercrime is the world’s third-largest economy behind the US and China. It’s believed to have […]
July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]
May 12, 2022

Interest Rates, Inflation and Your Portfolio: Special Market Commentary

Interest Rates, Inflation and Your Portfolio An audio Q&A featuring Benton Bragg, CFA, CFP®, Jen […]