Our Blog
Your Property, Your Legacy: How to Protect Real Estate in Your Estate Plan
Learn how to protect your property in an estate plan using trusts, TOD deeds, and tax-smart strategies to avoid probate
The “Big Beautiful” Social Security Tax Break – Huge Relief, But With Caveats
When Congress enacted the “One Big Beautiful Bill” Act, it was quickly labeled as one of the most significant tax
Hedging Currency and Commodity Risks in Your Retirement Portfolio
Learn how to protect your retirement portfolio from currency fluctuations and commodity price swings using smart hedging and diversification strategies.
What the “One Big Beautiful Bill” Means for Your Retirement Plan
Discover how the One Big Beautiful Bill may impact your retirement taxes, Social Security benefits, and key strategies to optimize
Retire Strong: How an Active Life Enhances Your Wealth and Well-Being
Stay active in body and mind to safeguard health, trim medical costs, and enjoy vibrant, fulfilling, financially resilient retirement years.
Health Savings Accounts: The Hidden Retirement Tool
Discover how a health savings account (HSA) offers triple tax benefits and can become a powerful tool in your retirement
Savvy Strategies for Executive Compensation: Part 2
Learn how phantom stock, SARs, and LTIPs can align executive performance with growth—without giving up equity or control in your
Savvy Strategies for Executive Compensation: Part 1
Explore executive compensation strategies like deferred comp and SERPs to retain top talent, improve tax outcomes, and support long-term business
A Page from Trust History: Directed Trusts for Enhanced Oversight
Learn how directed trusts offer control, flexibility, and peace of mind in estate and retirement planning—especially for business owners and
Restructuring Your Business for Efficiency, Growth, and Protection
Explore entity conversions, ownership shifts, and holding companies to streamline operations, spark growth, and safeguard your business and family wealth.
Navigating Stagflation: Lessons from the 1970s and Today
Learn how lessons from 1970s stagflation can help safeguard your portfolio against today’s stubborn inflation and sluggish growth.
Tariffs, Trade Wars, and Your Portfolio: Lessons from History and Today
Discover how historical & modern tariffs and trade wars shape markets—plus smart moves to protect and grow your portfolio.
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