Happy Graduation! What Do We Do With This 529 Balance? As you advise the class of 2025 and their families, consider these options for excess 529 plan balances.

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.

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.

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.

A Crucial Window for Estate Planning: Preparing for 2026 Changes Exemption amounts under the Tax Cuts and Jobs Act of 2017 are set to expire, making now an essential time for individuals and families to revisit their estate plans.

Retirement Tax Planning: Common Rules Are Meant to Be Broken When it comes to tax planning for retirement income, following the “rule of thumb” isn’t always in the best interest of your clients.