Help! I’m Scared My College Student Won’t Be Able To Find a Job! Navigating the Class of 2026 Job Market

Recent headlines surrounding the “Class of 2026” have raised understandable concerns among parents and students alike that entry-level jobs are disappearing. Hiring outlooks for new graduates are being described as

Could You Benefit from a Charitable Remainder Trust?

You may have encountered Charitable Remainder Trusts in conversations with others after a liquidity event or through tax professionals discussing strategies for managing large unrealized gains. In the appropriate situation, a Charitable Remainder Trust (CRT)

Top Financial Planning Priorities for 2026: New Rules, New Risks

Last year, the enactment of the One Big Beautiful Bill Act (OBBBA) preserved many key provisions of the federal tax code for individuals, including lower marginal income tax rates and a

Why a Wealth Plan is the Ultimate Investment  

In personal finance, conversations often center on strategies like Roth conversions or generation-skipping trusts. These tools can be useful in the right situations but using them without a broader framework

Will ACA Plan Enrollees See Premium Relief Soon?

For households enrolled in the Affordable Care Act (ACA) marketplace, the new year arrived with a sharp increase in monthly health insurance premiums. Why? Enhanced ACA subsidies expired on December

OBBBA in 2026: What Matters and What Doesn’t

With the One Big Beautiful Bill Act (OBBBA) of 2025 now fully in effect, the tax and planning framework for 2026 and beyond is clearer. For the ultra wealthy, it’s a boon. For

Should I Open a Trump Account for My Child? 

Between the headlines about the One Big Beautiful Bill Act and Michael Dell’s $6.25 billion donation, many have been asking whether these new accounts should be opened for children or grandchildren. Below

Could an Unknown Relative Ruin Your Estate Plan?

DNA services such as 23andMe have made it far more common for biological children – sometimes entirely unknown to the family – to surface after a parent’s death and assert

Charitable Giving This Season

As we enter the final weeks of the year, it is an important moment to revisit charitable giving strategies, especially given the meaningful tax changes taking effect in 2026 under