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A stack of binders filled with papers represents how much information is in the One Big Beautiful Bill Act. Financial Planning

One Big Beautiful Bill Act Analysis (2025) | What Will it Mean for You?

The One Big Beautiful Bill Act (OBBBA) represents one of the most extensive legislative overhauls to U.S. tax, healthcare, education, business law, and military and ...
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Two men sitting at a table with notebooks, justice scales, and a gavel, going over paperwork, to illustrate the importance of wealth management for lawyers. Wealth Management

6 Actionable Ways To Set Up Wealth Management for Lawyers

As a lawyer, you’ve probably invested a great deal of time, money, and effort into building your career. Now, it’s time to make your money ...
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A man in a tie explaining why the other people in the photo should get a financial advisor for doctors. Financial Planning

Financial Advisor for Doctors: 4 Helpful Stages To Get Advice

As a doctor, you probably already know that you are among the highest-earning professionals in the country, yet you may also face unique financial challenges ...
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A diverse group of physicians, comprising men, women, and individuals from different ethnic backgrounds, shows how wealth management for doctors applies to all types of doctors. Wealth Management

6 Important Aspects of Wealth Management for Doctors 

Wealth management for doctors comes with several unique challenges. As a doctor, you typically spend your early years getting an expensive education, before dedicating the ...
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A group of physicians sitting at a table looking over materials provided about retirement planning for doctors. Retirement Planning

Retirement Planning For Doctors: 10 Customizable Options 

It almost goes without saying: retirement planning for doctors comes with a unique set of challenges and opportunities. Even if you currently have a high ...
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Photo of a woman sitting in front of her computer looking excited with her hands victoriously in the air, because she reached a financial goal by using goal-based financial planning. Financial Planning

Goal-Based Financial Planning: 4 Powerful Perspectives to Help Improve Your Planning

In this final article of our series on questions to ask your financial planner during an annual review meeting, we will be looking at the ...
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A group of multicultural individuals working together around a table to represent the different values at play in ethical investment options. Financial Planning

7 Ethical Investment Options For Values-based Investing

If you’re a person who tries to bring your values into everything you do, why not include them in your investing as well?  As part ...
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A smiling man is standing behind a table giving out a box of food. This shows one of the benefits of charitable giving. Financial Planning

Bona Fide Benefits Of Charitable Giving: And 3 Steps To Get You Started

Many people value the ability to give part of what they have earned to causes they deem worthy. Whether it’s to a local church, a ...
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A group of people on a couch ranging in age from children to grandparents showing the various age ranges to account for in planning for financial milestones. Financial Planning

3 Critical Age Ranges For Financial Milestones (And What To Focus On During Each One)

From the day you are born to the day you die, there are a huge variety of milestones you get to look forward to.  In ...
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Two happy-looking professionals meeting to discuss their goals with the aid of a digital financial advisor meeting checklist. Financial Planning

Financial Advisor Meeting Checklist: Optimize Your Time with 16 Core Documents

Meeting with a Certified Financial Planner (CFP®), especially for the first time, can be daunting. Previously, we posted an article breaking down pivotal questions to ...
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Cover Image for article describing how to improve financial wellness featuring woman posing with arms flexed in front of a lap top and calculator. Financial Planning

How To Improve Financial Wellness: 10 Timely Tips

Welcome back to our series on annual financial reviews.  Financial wellness looks at your financial security and freedom of choice, both in the present and ...
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Financial planning for families, as represented by a father, mother and daughter looking at a tablet, with a calculator and other financial budget items displayed on the table they are sitting at. Financial Planning

Financial Planning For Families: 4 Strategic Areas to Focus On

In the previous article, we offered 7 key reasons to schedule an annual review with your certified financial planner (CFP®). Throughout the rest of the ...
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Two gentlemen sitting down at a table, looking at charts as they go through an annual financial review. Financial Planning

7 Quality Questions to Ask Your Financial Advisor During Annual Review Meetings 

An annual financial review is an opportunity to assess each contributing factor to your current financial situation and your future financial goals. While you can ...
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Male model in suit with arms crossed, looking competent and assured, to represent a client looking for dedicated financial planning for attorneys like himself Financial Planning

Financial Planning for Attorneys: 4 Powerful Steps to Find Your Flow

As an attorney, your professional life probably demands meticulous attention to detail, disciplined routines, and intense focus as you work hard for your clients and ...
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Florist looking at her laptop and wondering what the best retirement plans for self employed individuals might be Retirement Planning

4 Effective Retirement Plans for Self-Employed Individuals

If you have chosen to be self-employed, you have already committed to a unique pathway, given that only 10% of the US workforce falls into ...
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Happy, retired couple, driving off into the sunset because they are enjoying ESOP tax benefits after selling their business Retirement Planning

5 Effective ESOP Tax Benefits for Small Business Owners

Many small business owners approach succession planning and retirement planning hungry for the fastest, simplest, and most immediately lucrative solution possible — a quick sale, ...
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Caucasian parents sitting down with their son discussing finances as they model how to set your child up for financial success Financial Planning

How To Set Your Child Up for Financial Success in 2025

Having a child is life-changing for most first-time parents. All of a sudden, your emotional, physical, and financial efforts shift from your needs as individuals ...
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Older couple looking worried while going through their finances, trying to find any overly risky assets. Investment Services

Risky Assets Exposed: 4 Historic Examples

The term “risky asset” usually refers to an investment that carries a significant chance of losing value. But here’s the truth: anything can be a ...
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Financial planner sitting down with an elderly couple and explaining the idea of retirement wealth management. Retirement Planning

Optimize Your Retirement Wealth Management Approach in 2025

Retirement wealth management is a phrase that’s becoming increasingly prominent in certain financial circles — particularly as more and more Americans enter retirement age. But ...
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Couple shaking hands with their advisor in a retirement plan consulting meeting Retirement Planning

RICP® Retirement Plan Consulting: 4 Certified Advantages

When it comes to retirement plan consulting, we believe that experience and specialization matter. It’s likely that your retirement years will be unlike any other ...
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