What’s Next for SECURE 2.0 and Secure Choice? Key provisions of the SECURE 2.0 Act will roll out throughout 2025 and 2026, bringing both opportunities and challenges to your clients.

A Tale of Two Money Mindsets Understanding each of our clients’ unique needs and goals is how we help them build a meaningful life with their money.

The Latest Financial Planning Trends for High-Net-Worth Clients Here are several trends personal financial planners should consider as they serve high-net-worth clients in 2025.

Student Loans Got You Down? Study Up on Your Finances Illinois ranks seventh among the states with the highest student loan payments. Here’s how to make those payments more manageable.

How CPAs Can Maximize Clients’ Savings Through R&D Tax Credits Businesses of all sizes can qualify for significant tax savings through research and development credits. Here are some tips for CPAs to consider.

Estate Planning? The Benefits and Pitfalls of Gifts to SLATs With the looming sunset of the Tax Cuts and Jobs Act of 2017, Spousal Lifetime Access Trusts (SLATs) have become a very popular estate planning tool for high-net-worth taxpayers.

3 Investing Strategies for the ‘Peak 65 Zone’ A growing segment of the population will be turning 65 this year, forcing financial advisors to rethink their clients’ retirement investment strategies—here are three to consider.

Roth IRA Conversion: Is It Right for High Earners? Backdoor Roth IRA conversions have become a must-consider retirement and estate planning strategy.

The Great Generational Wealth Transfer (or Not) Will the so-called great generational wealth transfer be more hype than reality? Only time will tell—the key is to start planning now.