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Technology & Innovation Good or bad? With social media, it’s all about how you use it. Robert Frost was being wry, which as all wry people inevitably learn, can lead to misunderstandings. In Frost’s poem “Mending Wall,” the narrator encourages his neighbor to reconsider the wisdom of the saying “good fences make good neighbors,” wondering […]

Estate & Giving Highlighting key provisions for itemizers, non-itemizers and corporations. At nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over the changes related to charitable giving since they don’t go into effect […]

Technology & Innovation Learn about a few simple things you can do to protect your personal information while you travel. Travel can be one of life’s great pleasures, especially when you’re enjoying retirement. Exploring new-to-you countries or revisiting favorite spots is fulfilling, whether traveling by yourself or with family or friends. Regardless of who you […]

Estate & Giving Understand the differences between giving vehicles. If giving is in your heart, charitable planning vehicles have likely been a topic of conversation with your advisor. There are a variety of options and each has its own benefits, from tax advantages to grant control. By using these planned giving vehicles, you can maximize […]