Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
A Founder’s Perspective on Wealth
Wealth Conundrum by Ralph J. Doudera offers a thoughtful perspective on the complex relationship people have with money and wealth. Drawing from decades of experience as a professional money manager, Doudera explores the deeper questions surrounding wealth—how it is accumulated, how it should be managed, and the responsibilities that come with it. Through personal stories and real-world experiences, the book examines the challenges and moral questions that often accompany financial success. Its purpose is to help readers gain a clearer perspective on money and develop a healthier understanding of wealth and stewardship.