Unlocking the Power of the One Big Beautiful Bill Act

Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation. 15% of…

As a financial professional working with public sector employees, your role is crucial in helping them understand the mechanics and long-term benefits of participating in their…

You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax….

For financial professionals working with government employers—especially local school districts, municipalities, and state agencies—retirement plan consulting is more than a benefits conversation. It’s a powerful door-opener…