Thought Leadership By Our Team

A guide to key planning actions to complete before year-end to help optimize your financial, tax, and estate outcomes.

The good news is that each new tax bill continues to bring greater flexibility and enhancements to 529 plans. Recent legislative changes have expanded the definition of qualified education expenses. Offering families more options for how they use these tax-advantages accounts. For elementary and secondary education, eligible expenses now include not only tuition, but also curriculum and instructional materials (such as books or online courses), tutoring by licensed or expert instructors, dual‑enrollment fees, standardized test (e.g. SAT/ACT) fees, and educational therapies for students with disabilities. These changes make 529 plans more versatile than ever for meeting a wide range of educational needs.

With so many credit cards out there, finding the right one can feel overwhelming. The best card for you depends on your lifestyle, spending habits, and credit profile. There’s no one-size-fits-all solution — but some cards will fit your needs better than others.

In October 2024, we hosted The G2 Webinar: Financial Building Blocks for Young Professionals. The event was very well attended and sparked some great questions from our audience. We recognize, however, that some of our valued clients and their adult children were unable to attend. We have summarized some key takeaways and actionable tips discussed during the webinar.

Major changes are coming to the real estate industry which will shift the way we have historically bought and sold homes. A powerful group, the National Association of Realtors has agreed to a rule change on how real estate agents are compensated which could be a big deal for homebuyers.

You are the engine for your life. If you don't take care of the engine—and keep it fueled—it will not serve you well. Self-care is what helps...

These are very unusual times for parents of college-bound young adults. Parents and students are being faced with challenging decisions...

Running out of things to do with the kids? We gathered up a few ideas for you!

Are you letting financial woes impact your marriage or partnership? If so, there are steps you can take to reduce the amount of stress taking a toll on your relationship. When you understand how money problems can affect partnerships, you’re better prepared to prevent that from happening in your own marriage.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

If you have children or grandchildren you can start providing them with a little something for their future by drafting your last will & testament today.

Our book round-up will give you a sound foundation when it comes to understanding investment fundamentals. No matter your investment knowledge these 6 books are worth your time.