The FAFSA for the 2026–27 school year is now open, and filing early can unlock more than just need-based aid. Even families who don’t expect to qualify for financial assistance may need the FAFSA for academic scholarships, state grants, or institutional awards—and submitting it early keeps every option on the table.
Looking beyond traditional stocks and bonds? This article explores how alternative investments—such as private real estate, private credit, and commodities—are reshaping the investment landscape, offering new ways to diversify markets, generate income, and manage risk in today’s environment.
Generosity isn’t just a seasonal gesture—it’s a lasting expression of your values. This blog explores how to bring your family into the conversation about charitable giving to create a shared vision of generosity and a legacy that aligns money with meaning.
The “Widow’s Penalty” can leave surviving spouses paying more in taxes on less income. Understanding how tax brackets, Social Security, and retirement distributions change after a loss can help you plan ahead and protect your financial security.
A concentrated stock position can create big opportunities — but also big risks. This blog explores why it matters now, potential tax changes ahead, and smart strategies to diversify without derailing your financial plan.
Medicare Open Enrollment runs from October 15 to December 7, giving current beneficiaries the chance to review and adjust their coverage. This blog explains what changes you can make, key updates for 2026, and resources to help you choose the plan that best fits your needs.
