A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.