Financial scams are becoming more sophisticated, personal, and emotionally manipulative than ever before. From romance scams and fake investment platforms to AI-enabled impersonation and tax fraud, our latest article explores how modern scams work—and the practical steps individuals can take to better protect themselves and their families.

Our final newsletter of 2025 highlights smart moves to consider before December 31st and key rule changes coming in 2026: brackets and deductions, QCDs and RMDs, SALT timing, estate & gifting thresholds, and Roth catch-up rules.

Premiums and surcharges are rising, some Medicare Advantage and drug plans are shrinking, and out-of-pocket costs are shifting. This month’s newsletter explains what’s changing in Medicare in 2026, and how to evaluate your options.

The end of the year is great time for reflection and relaxation, particularly during the holiday season. It’s also a great time to do a little bit of planning. In this article, we offer our ideas for high impact planning you can do in the coming weeks, spanning estate planning, investing, taxes, and more. 

The cost of attending a four-year college in the United States is high, but the financial benefit of a bachelor’s degree arguably outweighs the cost. Fortunately, families have several options to prepare for the financial cost of higher education, and many of them offer tax breaks and benefits that are worth taking advantage of.

‘Financial planning’ is often viewed within the framework of investments and investment decision-making, but the reality is that good planning should address multiple touchpoints in a person’s financial life. We detail four of them in this post.