Wealth Management News & Updates
Funding Your Student's College Education: A Planning Guide for Military Families and Beyond
College costs are rising faster than most families plan for and the tools available to fund them are more varied and more powerful than most people realize. From 529 plans to the GI Bill to smart FAFSA strategy, here's a complete planning guide for military families and civilians alike, with the military-specific opportunities called out clearly throughout.
Estate Planning Basics: What Every Military Family and Business Owner Needs in Place
Most of us know we should have a will. But few of us have the complete set of documents that actually protects our families when it matters most. For military families and business owners, the stakes are particularly high, and the gaps are particularly common. Here's what needs to be in place, and why each piece matters.
Roth TSP vs. Traditional TSP: Which Should You Choose?
When you enrolled in the TSP, you made one of the most important financial decisions of your military career. Most service members made it in about 30 seconds, and never revisited it. Here's what the Roth vs. Traditional decision actually means, and how to know which one is right for you.
Leaving a Legacy, Not Just an Inheritance: A Family Wealth Roadmap
An inheritance transfers money. A legacy transfers values, habits, and opportunity.
Most families with meaningful assets focus heavily on the first; who gets what, and how the taxes work. Far fewer have done the hard work of preparing the next generation to use what they’ll receive, or of communicating the priorities that shaped the plan. The result is well-documented: a substantial share of inherited wealth is gone within just two generations.
Building lasting, inter-generational wealth isn’t just a legal and financial challenge. It’s a communication and preparation challenge.