We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
When wealth passes from one generation to the next, taxes can quickly become part of the conversation. But the term “death taxes” can be misleading because it combines two very different taxes: estate taxes and inheritance taxes. Who pays the tax? When is it due? Which states impose it? And…
After enough years sitting across the table from families, I can tell you the plot twist: it’s almost never the money that blows things up. It’s the silence surrounding it. The assumptions nobody bothered to say out loud. The heir who finds out what’s expected of them at the absolute…
Ask most people how much they need to retire and they’ll give you a number. A tidy, round, slightly panicked number — $1.5 million, $2 million, “whatever it takes.” It’s the retirement equivalent of asking how much gas you need for a road trip and answering “a full tank,” without…
Turning 50 comes with a few obvious perks: you can finally use the word “back” as a complete sentence when someone asks how you’re feeling, AARP starts sliding into your mailbox like an overeager suitor, and — somewhere between the birthday cake and the ibuprofen — your finances quietly stage…
Technology makes it easier than ever to stay connected with the people and professionals who matter most. From quick text messages to digital document sharing, convenience is now a natural part of everyday life. When it comes to your financial information, it’s worth taking a little extra care to make…
The best investment you make at work might not be in your 401(k)—it might be in the people sitting (or Zooming) beside you. When people think about career success, they usually picture impressive résumés, industry certifications, or networking events with tiny appetizers. But one of the greatest career accelerators is…
Walk into almost any family wealth discussion right now, and the conversation inevitably turns to the newest tax-advantaged vehicle on the block. Officially designated as the 530A IRA—and widely referred to in the media as “Trump Accounts”—this new childhood investment structure has generated plenty of headlines since its July 4th…
For many women, career breaks aren’t a matter of if but when. Whether it’s raising children, caring for aging parents, supporting a loved one, or simply taking time to reassess priorities, stepping away from work is often part of life’s journey. The challenge? While life may continue moving forward, your…
At first glance, capital gains taxes in 2026 appear unchanged. Long-term capital gains continue to enjoy preferential tax rates of 0%, 15%, or 20%, while short-term gains remain taxed as ordinary income. The 3.8% Net Investment Income Tax (NIIT) also remains in place for higher-income households. But savvy investors know…
Walk into almost any investment conversation, and eventually someone will ask, “How did you do compared to the S&P 500?” It’s one of the most common questions investors ask—and one of the least important. For decades, investors have been conditioned to believe that outperforming the market is the ultimate measure…