Learn how the right financial advisor can add up to 3% in annual net returns through behavioral coaching, tax-smart strategies, and personalized planning.

Learn how to minimize estate taxes and maximize your legacy with smart gifting strategies. Understand gift tax rules, annual exclusions, and IRS filing tips.

The idea of planning for after you’re gone is daunting, but proper estate planning is vital for anyone who wishes to protect their assets and loved ones. It could be even more critical for same-sex couples and LGBTQ families, even after the 2015 Obergefell v. Hodges Supreme Court decision.

Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find your very own pot of gold.

Meeting with a financial advisor, or a new financial advisor, is the first step in creating a relationship with the person you may choose to put your financial future in the hands of. It’s a huge responsibility that your future advisor should not take lightly, and neither should you. ;

We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.