Insights

Guidance for your pursuit of financial freedom

    Legacy Planning11 Articles

    Child and grandparent gardening

    Tue, Mar 18, 2025

    Distribution Rules for Inherited IRAs

    There have been some major changes in the world of inherited IRAs since the Secure Act went into effect in 2020. Here’s what account owners, spouses, and non-spousal beneficiaries should know in order to help maximize an inherited IRA.

    Last Will and Testament

    Tue, Sep 17, 2024

    What are the Best Assets to Leave Your Heirs?

    Discover the pros and cons of different asset types you can leave to your heirs.

    Grandmother holding grand daughter

    Thu, Sep 12, 2024

    Do Your Heirs Want an Inheritance?

    Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.

    A man folds his arm on the table while he holds a book open under a lamp

    Tue, Dec 19, 2023

    9 Smart Money Habits Multi-Millionaires Do Differently

    Contrary to popular belief, most wealthy people don’t become rich from one brilliant money move. Instead, most multi-millionaires build wealth over time through healthy money habits. Affluent Americans often share these 9 habits – and the good news is that people of almost any income level can apply them to their own financial lives.

    Tue, Sep 26, 2023

    Tax-Advantaged Ways to Gift Money to Heirs

    Consider these 3 ways to gift money to your heirs—without racking up your tax bill.

    Social Security: Spousal Benefits and More

    Wed, Jun 14, 2023

    Social Security: Spousal Benefits and More

    Many Americans contribute to Social Security for years without knowing the full potential of their programs. But Social Security goes beyond retirement benefits. Discover the ins and outs of Social Security spousal and survivors benefits.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.