Latest Insights
What Families Need to Know About Trump Accounts
Trump Accounts offer families a new way to save and invest for children. Learn about eligibility, contribution limits, tax treatment,…
08.21.26 Financial Planning & InvestmentsHow to Tell What’s Real Online
Smarter Everyday Digital Habits
08.18.26 Financial Planning & InvestmentsHow to Protect Yourself from Online Scams and Digital Fraud
Online scams are rising rapidly, but many follow predictable patterns. Learn how to spot common scams, recognize red flags, and…
08.07.26 NewsJordan Swisher Presents at Women in Public Service Conference
Jordan Swisher shared practical financial planning strategies designed to help women build confidence.
08.06.26 August 2026 ViewpointViewpoint- August 2026
Historical market data shows the S&P 500 has often moved sideways before midterm elections, with returns improving after Election Day…
08.05.26 ResourcesMajor Retirement Planning Milestones
Make it a priority to stay on track for retirement planning by noting these milestones and deadlines.
08.04.26 Next GenerationFeatures of 529 College Savings Plans
The change could encourage greater savings for college and retirement.
07.30.26 TaxesUnderstanding Qualified Charitable Distributions (QCDs)
Learn how Qualified Charitable Distributions (QCDs) work, their potential benefits, and key considerations for retirees looking to reduce taxable income…
07.28.26 Financial Planning & InvestmentsTaking Action in a Mental Health Crisis
By Jane Mintz
07.24.26 Financial Planning & InvestmentsAchieving Financial Health as a Physician
A prescription for common wealth planning mistakes
07.22.26 Women & Wealth7 Questions Women Should Ask to Avoid Estate Planning Pitfalls
Reviewing your estate plan with your spouse can bring greater clarity, alignment, and confidence about the future.
07.20.26 Financial Planning & InvestmentsHow to Protect Your Financial Information
Seven Fraud Prevention Tips
07.16.26