Financial Planning Archives

father and son building a family business

July 8, 2026

How to Transfer Ownership of a Family Business

As a business owner, you’re going to have to decide when the right time will be to step away from the family business and how you’ll do it.

two staff members interviewing a new employee

June 10, 2026

What to Do With Your Old 401(k) When You Change Jobs

If you have a goal to quit your job in the upcoming year, that’s great! You’re all set to make a fresh start in your career.

June 6, 2026

Financial Steps to Take After the Loss of a Spouse

Losing a spouse is one of life's most difficult experiences. Alongside the emotional weight of grief, surviving spouses are often faced with legal, financial, and administrative responsibilities that can feel overwhelming.

couple looking at the wife's early retirement offer

June 1, 2026

How to Evaluate an Early Retirement Offer and Protect Your Future

In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers offer their employees early retirement packages. It can be challenging to know if a seemingly attractive offer you’ve received is a good one.

May 20, 2026

NIL Financial Planning Guide for College Athletes and Families

Name, image, and likeness (NIL) income has changed what it means to be a college athlete. For some athletes, NIL

April 18, 2026

Fund Management Fees: What Are Your Investments Really Costing You?

Investment costs aren’t always easy to spot. Unlike many purchases, you won’t typically receive a simple itemized bill showing exactly

April 8, 2026

What Taxes Do College Athletes Pay on NIL Income?

NIL income can be exciting for college athletes and families, but it also introduces a tax responsibility many students have

March 25, 2026

Quarterly Taxes for NIL Income

Many college athletes earning NIL income are surprised to learn that taxes may need to be paid during the year,

March 10, 2026

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed the Social Security Act into law in 1935, Americans approaching retirement have wrestled