How 2025 Charitable Giving Limits Could Impact Your Legacy

Explore updated IRS rules for 2025 and learn strategies to maximize your charitable contributions and tax benefits.

Icon of a person in purple color.Mike Bascom

Why Rising Interest Rates Are Reshaping Estate Planning Strategies

Higher interest rates are changing the math behind trusts, gifts, and long-term estate plans—here’s how to plan smarter in 2025.

Icon of a person in purple color.Terry DuPont

How Social Disadvantage Accelerates Biological Aging

Recent studies reveal that socioeconomic factors can influence proteomic markers, shedding light on the biological impact of social disparities.

How to Future-Proof Your Finances in a Politically Volatile Year

Congress is stalled. Tax policy is uncertain. But your strategy doesn’t have to be.

Icon of a person in purple color.Dan Nicholson

Investors Shift to Safer Ground as Economic Uncertainty Persists

Amid market volatility and slowing growth, bond funds and high-yield savings accounts are attracting record inflows.

Icon of a person in purple color.Dan Nicholson
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