The Advisor Blog

Mother and daughter sitting on swing laughing and happy and being pushed by dad with scenic background.
Top Reasons to Own Life Insurance

Although life insurance has traditionally been seen as a way to help replace household income after the death of a breadwinner, that’s not the only purpose it serves.

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Family in front of new home with moving truck outside; moving boxes into new home; concept of moving.
Moving to Another State? Consider These Tax Moves

Relocating to a new state can be exciting. You may have decided that you needed a warmer climate, lower housing costs, closer proximity to family, or better job opportunities. But moving to a new state may have tax consequences that can follow you long after you settle in.

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Two college students on a college campus with backpacks smiling, walking together.
529 Plans vs. Other College Savings Options

529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options.

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Teacher in front of classroom filled with young students holding books.
Teachers and Coaches Finally Get the (Tax) Break They Deserve

In a 2025 survey of U.S. teachers, 97% of respondents said their allotted budget for supplies (median $200) didn’t meet their students’ needs.

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Car filling up with gas at a gas pump.
IRS Announces Rare Mid-Year Standard Mileage Rate Increase

In an unusual mid-year action, the Internal Revenue Service has announced an increase in the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second half of 2026.

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