Insights & Understanding

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Use this article to help your clients think about and review their homeowners insurance policies as part of a solid financial plan.

With people marrying later in life these days, coverage has become even more important.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

Wonder how Inflation is actually calculated? Read here to find out!