When was the last time you reviewed your estate plan? From beneficiary designations and fiduciary appointments to trust funding and document storage, regular checkups can help prevent costly mistakes and keep your plan working as intended.

What happens when your college savings plan works better than expected? Leftover 529 funds offer more flexibility than many realize, creating new opportunities for continued financial planning.

There’s no one-size-fits-all strategy for funding education. Coordinating savings, income, and tax-efficient withdrawals can help families cover college costs without compromising their broader financial plan.

With major updates to tax policy, deductions, and incentives, the One Big Beautiful Bill Act could have meaningful implications for individuals, families, and business owners. Knowing what’s changed is key to planning ahead.

Natural disasters can strike unexpectedly, leaving both emotional and financial challenges in their wake. Taking steps to prepare your financial life in advance can help you navigate recovery with greater confidence and stability.

The 2024 US SIF Conference brought together leaders in sustainable investing to explore emerging trends, policy developments, and the evolving role of private capital in the clean energy transition.

Sustainable funds saw a reversal in 2023 after years of inflows. Changes in market performance, economic conditions, and regulatory scrutiny are all playing a role in this evolving landscape.

A weekend in Omaha at the Berkshire Hathaway Annual Meeting offers a rare opportunity to hear directly from Warren Buffett and Charlie Munger as they share perspectives on markets, life, and the importance of thoughtful planning.

The Inflation Reduction Act introduced significant incentives aimed at promoting energy efficiency and clean technology. Understanding these tax credits and rebates can help individuals take advantage of opportunities to reduce costs while supporting sustainable initiatives.

With measurable increases in global temperatures and carbon emissions, climate change has become a key consideration for investors. Strategies such as fossil-fuel-free funds and carbon-conscious portfolio tilts are gaining traction.