The Advisor Blog

Hand writing out a personal check to a charitable organization with a donation; concept of charitable giving.
Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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Illustration of house with trees and car in front covered by a giant umbrella; concept of storm damage or protecting your home.
After the Storm: Navigating Storm Damage Claims

When a major storm hits, dealing with the damage can feel overwhelming long before the insurance paperwork begins.

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Student Loan Borrowers Eligible for a Temporary 1% Auto Pay Discount

The U.S. Department of Education has temporarily increased the interest rate discount for federal student loan borrowers enrolled in auto pay from 0.25% to 1% as of July 1, 2026.

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price.

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Young child walking on wooden bridge holding an American flag; concept of America's youth.
530A Trump Accounts Officially Open

Amid the July 4th fanfare, a new tax-advantaged investment account officially launched: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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