Work with a financial advisor in Peoria, IL to build a retirement plan that aligns your goals, income needs, and tax strategy for long-term confidence.

The U.S. Senate released its version of the One Big Beautiful Bill Act (OBBBA), unveiling key tax provisions that signal a significant and, perhaps more importantly, permanent step forward in tax law—though much debate still lies ahead.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Learn how a financial advisor in Clinton, SC, can help you navigate career changes, retirement, and other life transitions with direction and clarity.

Build a comprehensive retirement plan in Cedar Rapids with advice on optimizing Social Security, managing taxes, and aligning your investments.

Work with a financial advisor in Hanover, PA to create a potentially tax-efficient retirement plan. Learn strategies for Social Security, Roth conversions, and more.

Potentially lower your retirement taxes with help from a Rockford, IL advisor using Roth strategies, smart withdrawals, and Social Security timing.

Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Watch this eye-opening on-demand webinar where we break down the key rules, limits, and smart strategies around gifting.

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Building a lasting legacy is a common goal for many families, but transferring wealth across generations can be a daunting task. However, the right approach can help you overcome this challenge.

Helping your grandchildren pay for college can be a rewarding way to support their future. By designing a retirement blueprint, you can determine how much you can afford to contribute without compromising your own financial security.