Russell W. Hall, CFP®, CPWA® 5/30/26 Russell W. Hall, CFP®, CPWA® 5/30/26

Don’t File It and Forget It: Tax Planning Starts Now

Tax planning starts with your Form 1040. We break down what to look for on last year's return to help find savings opportunities and avoid mistakes.

Russell W. Hall, CFP®, CPWA® 4/30/26 Russell W. Hall, CFP®, CPWA® 4/30/26

Think Twice Before Naming Your Trust as Beneficiary

We updated our guide on naming your trust as a retirement account beneficiary. Learn when it helps and when a simpler approach may serve you better.

Aimee Calderon, CFP® 2/26/20 Aimee Calderon, CFP® 2/26/20

Here are some points to consider when trying to decide how much money to leave your children.

Russell W. Hall, CFP®, CPWA® 10/9/19 Russell W. Hall, CFP®, CPWA® 10/9/19

When you turn 70.5, you need to take required minimum distributions. We cover how RMDs work, how they’re taxed, and other key points.