This July 4 marks the 250th anniversary of the signing of the Declaration of Independence—a...
Preparing for Medicare: What You Need to Know Before You Turn 65
Most people spend decades saving, investing and planning for retirement. But one of the biggest...
Practicing Good Estate Plan Hygiene
It’s common to think of an estate plan as a one-time task. After all, isn’t the whole point that...
What Should High-Net-Worth Families Review in Their Financial Strategy?
There’s a difference between being financially successful and being financially optimized. If...
Quick Take: What to Know about Trump Accounts
By now, you may have heard about 530A accounts, officially known as Trump Accounts. These are new,...
A Guide to Thoughtful Spending
It has never been more tempting to spend money. Every day, we’re pressured to buy something,...
Tax Return Finished? Three Smart Moves to Consider Next
Now that your tax return is filed, you have a valuable planning window in front of you. Instead of...
Spring Cleaning Your Finances: A Fresh Start for Your Money
As the weather warms up and we start tackling clutter around the house, it’s also the perfect time...
When Geopolitics Rattles the Markets
On Feb. 28, the U.S. and Israel launched an attack on Iran, setting off a rapidly escalating...
The Core Four: The Legal Documents Everyone Should Have in Place
No one likes to imagine a time when they might be sick or unable to make decisions for themselves....
Should I Contribute to My Roth IRA or Traditional IRA?
This 2026 decision guide helps you weigh whether a Roth IRA or Traditional IRA contribution makes...
Client Question: Should I Consolidate My Retirement Accounts?
Most people hold several different jobs over the course of their careers. In fact, the Bureau of...
New Year, New Tax Considerations: What You Need to Know Before Filing Your 2025 Taxes
Filing your tax return may feel routine. But the devil is in the details, as they say, and those...
Q4 2025: Finishing on a High Note
Thanks to falling interest rates and resilient corporate profits, U.S. equities ended 2025 amid...
How to Have Family Conversations About Money
Money plays a role in so many of the decisions we make, yet it remains one of the last true taboos...
Five Behavioral Finance Resolutions for a Better Financial Year
As the old year draws to a close and a new one begins, millions of Americans will once again make...
Where Should I Withdraw My Next Dollar From for Retirement Expenses?
How do you decide which account to pull from first in retirement? It’s one of the most common -...
College Payment Strategies: Where Should the Money Come From?
Everyone knows college is expensive. This year, the average tuition and fees for a private college...
Your 2025 Year-End Planning Guide
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute...
What Issues Should I Consider Before the End of the Year?
As 2025 wraps up, it’s a great time to review key areas of your financial picture to ensure you’re...
Claiming Social Security: What’s a Break-Even?
When you’re deciding when to start claiming Social Security benefits, you’re facing a trade-off....
Will I Have to Pay Tax on the Sale of My Investment?
Before you sell, it’s worth checking whether taxes will apply - and how much. This 2025 flowchart...
Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger...
Common Estate Plan Elements
Estate planning isn’t just about having a will—it’s about making sure your wishes are carried out...





























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


