Learn how to create a meaningful wealth mission statement that aligns your personal, family, and business goals. Discover tips, examples, and steps to guide your financial vision.

Despite concerns about inflation and overall preparedness, Americans are looking forward to retirement, according to new survey research* we conducted this year.   77% of Americans expressed positive emotions such as happiness (45%) and gratitude (37%) when asked how they feel when they think about retirement, according to the study of 1,000 U.S. adults. For those already in their golden years, 90% don’t regret retiring when they did and 33% say it’s even better than expected.  

There’s a world of opportunity beyond the borders of the United States. For decades, many Americans have looked overseas, seeking both fulfilling and cost-effective retirements.

Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.

You've heard the adage, "It takes money to make money." That is very often true. Similarly, it takes income to pay income taxes. If you are in a position where you are offered deferred compensation, you may have the opportunity to pay less in income taxes and have more money when you need it the most.

End-of-life planning is more than finances, it's about dignity, clarity, and care. Learn the essential documents, costs, and strategies to protect your legacy and loved ones.

Understanding capital gains tax is essential for savvy investors. If you're aiming to maximize your returns, you need to know when you'll encounter capital gains taxes and how to deal with them.

Maximize your retirement strategy before year-end. Explore key moves for individuals and plan sponsors—from 401(k) contributions and RMDs to plan compliance and tax planning.

In today’s always-on digital world, reading can seem like a quaint pastime. After all, a pithy social post is easier to digest than a full book. However, real learning typically requires a commitment to delve into a topic in some depth. That’s particularly true for anyone seeking to enhance their financial literacy.

The business of giving financial advice has changed dramatically over the past 30 to 40 years. When Peg and I started, the relationship was mostly transactional: investors came to you to help them pick stocks and manage portfolios. At most firms, the emphasis was on “beating the market” and finding the next “hot stock.” Financial planning was nowhere to be found.