Unlocking the Power of the One Big Beautiful Bill Act

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…

During a workout, Ambra suffered a stroke. This was completely unexpected, her husband Shane says. “This is a woman who was healthy, who had run marathons….