When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.