The Estate Plan Killer Hiding in Plain Sight: Beneficiary Designations

Why your will may not matter if your accounts aren’t aligned, and how to fix it now.

Icon of a person in purple color.Brad Bascom

When One Client, One Account, or One Adviser Flips Your Business

How financial concentration risk leaves small businesses as vulnerable as a global cloud outage.

Icon of a person in purple color.Dan Nicholson

Why Young Adults in America Are Dying Sooner

New research shows rising chronic-disease deaths among Americans under 45, and an urgent test for prevention and policy.

The Brain Can’t Maximize Focus and Flexibility at the Same Time

New neuroscience shows that deep focus and rapid adaptability rely on competing systems—understanding this trade-off could improve how we learn, work,

Emerging Tools Bring Financial Planning to Non-Financial Founders

How new software and AI are helping business owners without finance backgrounds build smarter financial futures.

Icon of a person in purple color.Dan Nicholson
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