The Advisor Blog

Senior couple checking and calculate financial billing together on sofa. Mature couple discussing their monthly expenses at home. Elderly couple keeping an eye on their finances.
New Senior Deduction Explained

Beginning in 2025, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.

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Kids walking down school hallway; concept of college students heading to class.
FAFSA for 2026-2027 School Year Opens on October 1

After opening late the last two years, the FAFSA (Free Application for Federal Student Aid) for the 2026-2027 school year is back on track to open on the usual start date of October 1.

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Burned commercial building.
Disaster Preparedness for Businesses

As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event.

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Happy family, animal shelter and dog with girl and parents bond, relax and sharing moment of love, trust and care. Black family, animal rescue and puppy with family at shelter, playful, cute and joy.
Planning for a Pricey Pet

Pets can be great companions, so it’s probably not surprising that 94 million U.S. households own at least one.

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Three employees looking at computer having a meeting in office building at conference table.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees.

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