The Vacation Home Nobody Wants: How Ignoring It Can Destroy Your Legacy

Without a clear plan for your second property, you risk burdening your heirs.

Icon of a person in purple color.Brad Bascom

10 Strategic Investments to Make Before Year-End to Fund Next Year

Use the final stretch of the year to lower your tax bill—and build financial leverage for what comes next.

Icon of a person in purple color.Dan Nicholson

Air Pollution Accelerates Frailty in Midlife and Beyond

Long-term exposure to outdoor pollutants and second-hand smoke raises frailty risk, and forces a rethink of how ageing begins.

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
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