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As we enter the final months of 2025 and the holiday season, charitable giving may be on your mind. Generosity tends to spike at year-end because it’s a time when we’re generally ...

Fall is here, and the change of seasons ushers in a reminder that we all go through transitions from one season of life to another. ...

Imagine this common scenario: an older married couple lives in a house they’ve owned jointly for many years and that is completely paid off. One ...

While pensions are no longer offered by employers as widely as they once were, they still can factor significantly in some Americans’ retirement income.  A ...

We’re halfway through 2025, and significant tax legislation is making its way through Congress. President Donald Trump’s signature bill that includes major tax cuts and ...

A primary goal of many estate plans is to provide for a surviving spouse when the other spouse dies. However, circumstances and relationships can change. ...

Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics ...

March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their ...