August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
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....
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September 17, 2024
Alzheimer’s Awareness Month Is Made Better with Our Rider
It is through the experiences of caring for a person with Alzheimer’s that we gain an understanding of the emotional, physical, and financial challenges that this…
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September 17, 2024
LIAM: Focus on Hispanic and Latin Americans
The 2023 Census shows… The Hispanic or Latin population, which includes people of any race, was just over 65 million in 20231. The Hispanic or Latin population grew 1.8% from the…
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September 16, 2024
Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions (RMDs) Final Regulations. The regulations are effective as of September…
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September 16, 2024
Retirement Reality Check: Pensions Alone are Not Enough
Many school district employees assume their state pension and Social Security – where applicable – will fully replace their income in retirement. However, neither are designed…
