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Explore strategic charitable giving options—from donor-advised funds to charitable trusts and QCDs—to enhance your wealth transfer plan and maximize tax benefits.
3/17/2026
Blog
For much of the last century, inheritance was something families discovered rather than discussed. Details emerged quietly, often after a funeral, when legal documents replaced conversation, and heirs learned what had been decided on their behalf.
3/16/2026
Blog
Preserve wealth after selling a business with a practical post-exit plan for taxes, investing, estate strategy, and risk protection.
3/16/2026
Blog
In this week’s episode of 7 Market Movers, Doug Huber covers how the Iranian conflict is impacting the markets; the latest updates on crude oil prices; and what’s going on with redemptions in private credit markets.
3/13/2026
Blog
Get tips on how to start saving for retirement, why saving for retirement is important, and how to avoid some common retirement saving mistakes.
3/13/2026
Blog
Use life insurance for estate planning to pay estate taxes, avoid probate, and protect your legacy. Learn a variety of smart options for survivors.
3/11/2026
Blog
Get our take on recent market events, including how markets are responding to the conflict in Iran, artificial intelligence, and more.
3/10/2026
Blog
Learn how to talk to your family about your legacy plan with confidence. Discover tips for preparing, setting expectations, and fostering open conversations about your estate.
3/10/2026
Blog
Not all debt is created equal. Learn the difference between good debt and bad debt—and how smart borrowing can strengthen your financial future while minimizing costly mistakes.
3/9/2026
Blog
This week Gary focuses on the impact of the events in Iran on the markets. With around 20% of the world’s oil and liquified natural gas (LNG) flowing through the Strait of Hormuz, there’s been a surge in oil prices, which could have an inflationary impact.
3/6/2026