Articles
Featured Articles
Learn more about key concepts and topics related to financial planning.
Updates to Social Security
Read Time: 5 Min Whether you’re applying for Social Security in the future or currently receiving...
Ongoing Transformation Requires Both Internal Fortitude and External Nourishment
That pressure might look like tension, irritability, breathlessness, fatigue, sleeplessness, or withdrawal. That’s not failure. That’s your system trying to right itself. According to Mary Morrison, MBA, MAc Founder and CEO of How We Heal.
Using Micro Boards to Manage Special Needs Trusts
A Micro Board is made up of no more than 5 to 7 people who collaborate to manage various aspects of a person’s life, such as health care, employment, education, and financial planning. The group works together to create and maintain a long-term plan, with each member bringing their expertise and perspective to the table.
Retirement Seen Through Your Eyes
READ TIME: 5 MIN How do you picture your future? Some see retirement as a time to start a...
Beyond the Documents: Why a Family Love Letter® is Crucial for Estate Planning
READ TIME: 5 MIN Originally written by Kirstin Hawthorne from Munson Law Firm based on the...
Important Birthdays Over 50
READ TIME: 5 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add...
New Retirement Contribution Limits for 2025
READ TIME: 5 MIN The new year is a great time reassess your retirement goals to ensure you...
Creating a Financial Strategy for Your Child with Special Needs
READ TIME: 5 MIN Every family is different, which means that each of us must create...
Year-End Gift Strategies: Meaningful Ways to Support Charities and Family Members
READ TIME: 5 MIN As the year comes to a close, many of us reflect on what we’ve...
Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future
READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people...
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