Insights
Articles and downloadable guides to help you navigate your retirement planning and retirement.
Tax Planning
A one-glance reference for 2026 brackets, standard deductions, retirement contribution limits, and key thresholds.
Print-ready. Keep it next to your planner during tax season and year-end conversations.
Estate & Legacy
How to give to family and individuals during your lifetime in a way that aligns with your estate plan and tax picture.
Covers annual exclusion gifts, lifetime exemption, 529 funding, and common gifting mistakes to avoid.
Retirement Income
The once-a-year review every household should run on cash flow, beneficiaries, coverage, and goals.
Use it on your own or bring it to your next review meeting.
Life Transitions
Identify the values that feel especially relevant or important in this chapter of your life.
A printable exercise for connecting your financial decisions with the priorities that matter most to you.
Life Transitions
How 529 plans work, who should fund them, and the new rules around leftover balances.
Includes state tax considerations and the Roth IRA rollover provision.
Insurance
Your paycheck is your biggest asset — here's how to insure it.
Group vs. individual coverage, own-occupation language, and benefit periods.
Estate & Legacy
The documents, beneficiaries, and conversations every estate plan should cover.
Use it to audit your current plan or as a starting point for your attorney meeting.
Estate & Legacy
A one-page checklist of the documents and decisions every estate plan should address.
Printable. Use it to organize your own plan or as a starting point for your next attorney meeting.
Life Transitions
Identify the retirement, family, career, tax, lifestyle, health care, debt, and estate planning goals that matter to you.
A printable worksheet for marking the questions you want your financial plan to address.
Estate & Legacy
A guided worksheet for thinking through medical decisions before you need to make them.
Print and fill out together with your spouse, agent, or family.
Retirement Income
Your four options when you leave an employer — and the tax traps that catch most people.
Covers rollovers to an IRA, leaving it with the old plan, moving it to the new plan, and cashing out.
Estate & Legacy
Beyond the will: the practical, emotional, and logistical work of leaving things in good order.
A longer-form piece for clients thinking about legacy as more than a document.
