Publications, News & Events

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.

Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

If you are saving for education, then you are familiar with a 529 Plan. When it comes time to pay, how are you able to get the most out of it?

Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.

Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.