Category: Financial Planning

Meta provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Meta’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Meta’s stock units can be a powerful tool to help you achieve your [...]

Claiming Social Security is one of the most important financial decisions you’ll make in retirement—and it’s far from one-size-fits-all. Your choice will affect not only the size of your monthly benefit, but also the total amount you may receive over your lifetime. Factors such as your health, life expectancy, marital status, income needs, and confidence [...]

Attention, Charitable Givers! The recently passed One Big Beautiful Bill Act (OBBBA) is reshaping how Americans approach charitable giving—especially among retirees. While the legislation introduces a modest above-the-line charitable deduction for non-itemizers, it limits the benefits of itemizing charitable gifts, which particularly impacts higher-income households. In this shifting landscape, Qualified Charitable Distributions (QCDs) are gaining [...]

79.6 million family households include at least one family member with a disability, and 23.6% of all families include at least one adult with a disability. Source: U.S. Census Bureau When a family member is newly living with a disability, life changes suddenly and profoundly for everyone in their family, not just the injured individual. [...]

With the passage of the “One Big Beautiful Bill” last week, a wide range of new tax provisions have been introduced, many of which will have meaningful impacts for taxpayers. Sifting through the bill to identify all the relevant details will be a daunting task and will take some time—our objective in this article is [...]

Life is full of decisions, especially when it comes to planning your legacy and choosing who will manage your trust. With trusts being an estate planning tool utilized by many of our clients, a common question we hear is whether to appoint an individual—such as a family member or close friend—or to employ a professional [...]

Are you intrigued by the idea of maximizing life experiences and strategically spending your wealth while you’re able to enjoy it? If you’ve read Die with Zero: Getting all you can from your money and your life by Bill Perkins, you may be inspired to rethink traditional wealth accumulation. This book challenges the conventional mindset, encouraging individuals [...]

When it comes to gifting to children, especially teenagers, we often think of material items or memorable experiences. While those are meaningful, one of the most powerful and often overlooked gifts is helping them begin building wealth for themselves, particularly through one important tool: the Roth IRA. Roth IRAs offer a powerful opportunity for savers [...]

Trusts are among the most powerful, common, and flexible legal tools used to protect wealth in the United States. Trusts can serve a variety of purposes, from minimizing estate taxes to shielding assets from creditors, predators, future ex-spouses, and oftentimes from beneficiaries themselves. You can use trusts to identify how you would like assets to [...]