Managing New Tax Changes to Optimize Your Financial Plan Taxes are always complicated — but 2026 adds a few important new twists. Several tax law changes are taking effect at…

Using Behavioral Finance to Set Investor Expectations The last few years have been good to investors. Really good. Strong market returns have lifted portfolios, strengthened financial plans, and created a…

For many family business owners, the company is the family’s identity — and its primary source of wealth. Years of reinvested profits, sweat equity, and emotional investment create a powerful…