Blog and Resources
Financial news you don't want to miss.
Rising College Costs: 2025-2026 Trends and Financial Aid Updates
November 26, 2025The 2025-2026 academic year brings significant changes in the landscape of college costs, making it crucial for students...
Protect Yourself from Common Holiday Scams This Season
November 18, 2025The holiday season is synonymous with joy, celebration, and generosity. Unfortunately, it's also a time when scammers ra...
Structured Legal Fees and QSFs
March 20, 2025In the world of attorney contingent fees, having the flexibility to choose when and how much income you can defer can be...
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Bitcoin: Currency or Collectible?
January 23, 2025Bitcoin has captivated investors, technologists, and dreamers since its creation. As a decentralized digital asset, it p...
Maximizing Charitable Giving Before Year-End: What You Need to Know
December 06, 2024As the year comes to a close and the holiday season fills us with gratitude, we can't forget to think about giving back....
How Much Does College Cost in 2024-2025?
November 27, 2024Every year, families across the U.S. pay a little more for college. These rising costs, as shown by organizations like t...
What Does the Future Hold for Social Security and Medicare?
May 21, 2024Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress tracking th...
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
May 14, 2024In early 2022, the IRS issued proposed regulations concerning required minimum distributions (RMDs) to reflect changes i...