A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.

State-sponsored 529 college saving plans offer a tax-advantaged way to prepare for the rising costs of education. Starting in 2018, these plans can also be used to pay tuition, up to $10,000 per student per year, for qualified students/beneficiaries attending private K-12 schools.

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

Running a business shouldn't be a one-person operation. Having the right advisors at your side can help you make the correct decisions across your company. However, how do you find these advisors and be sure they're the right fit?

How can the HR department support executives managing their concentrated stock positions? Working with a trusted financial advisor to establish a 10b5-1plan is one way to help executives achieve their goals while being compliant with federal rules.

Tapping into the expertise of a trusted financial advisor to organize equity compensation can help time-pressed executives get the most of their stock while also handling some of the complex rules involved.

A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.

Law firms face equity partnership drain when partners depart or retire. How can firms prepare for this inevitable situation?

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

It’s no secret that the influx of technology over the past decade has created tremendous competitive pressure across nearly every industry. From auto parts to airline travel, technology has accelerated the race to the bottom for any products no longer able to compete on much besides price. Financial services firms are starting to feel the crunch too.