Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
What’s the tariff endgame?
4/6/2025
In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.
Economy & Policy
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
Policy uncertainty weighed on markets in March
3/31/2025
Turbulence is expected to continue until markets gain more clarity.
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
