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The New Rules of Year-End Giving: How to Be Generous and Smart in 2026
Charitable Giving in 2026 at a Glance Non-itemizers get a new deduction: up to $1,000 ($2,000 for married couples) for cash gifts made directly to charity¹ ...
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Keeping Up with the Joneses: How Social Comparison Drives Your Spending
Not to be one of those people who proclaims the musings of their child as sage wisdom, but here I go. Every time I split a cookie for my kids, my daughter’s ...
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Financial Ghosts: 7 Forgotten Financial Accounts That Could Haunt You
Financial ghosts are the forgotten financial accounts and documents that quietly drift out of sight over the years. The seven most common are old 401(k)s from ...
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Don’t Itemize? Your 2026 Charitable Gifts May Now Be Deductible
Many taxpayers who claim the standard deduction have long assumed they receive no tax benefit from charitable giving. Beginning with 2026 tax returns, that ...
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Financial Planning After Divorce: A Guide for Women Rebuilding Their Finances
Once a divorce is final, financial planning after divorce works best in stages:
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When Was the Last Time You Read Your Life Insurance Policy?
When we get to life insurance in a planning meeting, most families tell me they’re covered. They’re usually right that they own something. What’s harder to ...
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What Is Dollar Cost Ravaging? Sequence of Returns Risk Explained
Building wealth and spending wealth are two different skills. The same market decline that helped you accumulate assets can become a risk once withdrawals ...
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Executive Tax Planning in 2026: 8 Moves to Understand Before Year-End
If your employer withheld 22% from a bonus, that wasn’t necessarily your tax rate.
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Why Hold Bonds When They’re Down? Fixed Income in Retirement
Fixed income has been one of the lowest performing asset classes of the past year, and it is negative year-to-date. So why hold bonds when they’re down? ...
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If I Had a Million Dollars in 1988, What Is It Worth Now?
I heard “If I Had $1,000,000” by the Barenaked Ladies over the weekend, and — because this is apparently what happens to your brain after some time in the ...
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Top 10 Signs It’s Time to Fire Your Financial Advisor
Loyalty is a virtue. Misplaced loyalty is expensive.
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The Trust Paradox: Why a Generation Chose TikTok Over Fiduciaries
Picture a happy, successful-looking person sitting at a nice desk, surrounded by thriving houseplants (for whatever reason, so many seem to have houseplants), ...
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