estate planning

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What is a fiduciary? A Comprehensive Guide to The Roles, Duties, And Responsibilities of Fiduciaries

Learn what a fiduciary is, what they do, and why fiduciary duty matters in financial and legal relationships. Discover key benefits, risks, and how to choose one.

Angie Rummel

10/3/2025

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Five Key Wake-up Calls for Ambitious Business Owners From a Biz Specialist

Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble.

Paul J. Brahim CFP®, CEPA®

9/2/2025

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Where Vacation Homes Dominate: Top US Counties With The Highest Share of Seasonal Housing

Explore how vacation homes are reshaping U.S. real estate. Discover top second-home hotspots, economic impacts, and why 2025 could be the year to buy.

7/30/2025

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Five Proven Strategies to Tackle Estate Taxes

Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.

Gregory Lopez CFP®, CLU®, AEP®

6/25/2025

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Tax Advantages of Different Types of Trusts

Maximize estate planning benefits with irrevocable trusts—reduce estate size, shift income, and avoid gift taxes for long-term wealth protection.

Scott Brown CFP®

6/23/2025

Blog

10 Steps To Help You Prepare for Retirement

Planning for retirement? Discover 10 essential steps to prepare for a secure future—from managing debt and maximizing Social Security to updating your portfolio and estate plan. Start building your retirement strategy today.

Paul J. Brahim CFP®, CEPA®

5/2/2025

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Staying Healthy in Your 60s, 70s, and 80s

Discover how to age gracefully and thrive in your 60s, 70s, and beyond. Learn key strategies for physical health, mental wellness, financial stability, and building a supportive community to enhance your quality of life.

Debbie Pursey CFP®

3/21/2025

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Financial Planning Tips for Small Business Owners

Small business owners often overlook financial planning. Learn how to manage cash flow, reduce risk, diversify wealth, and secure your financial future.

Bruce Helmer

3/1/2025

Blog

What is a GRAT—And What Are Its Benefits for Estate Planning?

Explore how a Grantor-Retained Annuity Trust (GRAT) can reduce estate taxes and transfer wealth efficiently. Learn how GRATs work, their tax benefits, and if they fit your estate plan.

Kate Maier CFP®, CTFA, J.D.

12/11/2024

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What Is a Qualified Terminable Interest Property (QTIP) Trust?

Learn how a QTIP trust can protect your spouse and preserve your legacy. Discover how this estate planning tool offers tax benefits, asset control, and peace of mind for blended families.

Lane Marmon J.D., MBA

12/2/2024

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What is a fiduciary? A Comprehensive Guide to The Roles, Duties, And Responsibilities of Fiduciaries

Five Key Wake-up Calls for Ambitious Business Owners From a Biz Specialist

Where Vacation Homes Dominate: Top US Counties With The Highest Share of Seasonal Housing

Five Proven Strategies to Tackle Estate Taxes

Tax Advantages of Different Types of Trusts

10 Steps To Help You Prepare for Retirement

Staying Healthy in Your 60s, 70s, and 80s

Financial Planning Tips for Small Business Owners

What is a GRAT—And What Are Its Benefits for Estate Planning?

What Is a Qualified Terminable Interest Property (QTIP) Trust?