
Explore the significant tax changes introduced by the One Big Beautiful Bill Act and understand how they impact individuals and businesses.

The retirement spending smile explains why retirees spend more early, less mid-retirement, and more later - reshaping withdrawal and planning strategies.

Learn how longevity, inflation, and sequence risk are challenging traditional retirement planning - and why advisors may need a new portfolio model

Discover DunhamDC, an innovative investment strategy that buys during market fear and sells during greed, inspired by Warren Buffett and Ben Graham's timeless wisdom.

See how financial advisors may use Intermediated Installment Sales to help clients defer capital gains, preserve capital, and manage sale proceeds.

Read this guide to learn how financial advisors can protect elderly clients from scams using legal tools, clear communication, and ethical guidance

Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.

A historic 'baby boom' retirement wave & rising sequence-of-returns risk are creating a perfect storm—here’s why financial advisors matter more than ever

Learn how financial advisors can improve client retention, reduce early turnover, and build loyalty through communication, planning, and trust services.

Learn what it means to be named successor trustee, including fiduciary duties, legal responsibilities, and common risks when managing a parent’s trust.

Learn how IRC 1202 'stacking and packing' strategies maximize QSBS tax exclusions—helping business owners potentially unlock millions tax-free.

Major ABLE account changes take effect in 2026. Learn how new age limits, contribution rules, and tax benefits impact SSI, Medicaid, and planning.

Learn the difference between first- and third-party special needs trusts and how proper planning helps protect Medicaid, SSI, and family assets.