Financial Priorities for Your 40s: Build Wealth and Plan for Retirement

Much like your 30s, your 40s are often busy and filled with competing financial priorities. By now, you likely have your financial basics covered, so you can refine your plan and focus on your most important goals. This is also…

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Posted: Aug 14 2026
Tags: Estate, finance 101, Lifestyle, retirement, Taxes

QCDs: One of the Tax Code’s Best-Kept Secrets

A QCD allows an IRA owner, at least age 70½, to direct money from an IRA to an eligible charitable organization.

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Posted: Jul 31 2026
Tags: Philanthropy, QCD, RMD, Taxes

Taxes and Identity Theft

With tax season underway, we want to remind everyone to be vigilant regarding tax-related identity theft. Last year, it was a nationwide problem of individuals filing their taxes only to realize that someone had already used their Social Security…

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Posted: Mar 4 2016
Tags: Identity Theft, Taxes