Author: Carrie Brennan

Patti Brennan has been named the 2025 Thought Leader of the Year by ThinkAdvisor as part of its national Luminaries Awards program. This distinction recognizes professionals

Guest Blog Author: Dawn Heiderscheidt, OTR/L, ECHM, CAPS, Owner & Founder of Aurora Independence Why Spring Is the Moment Retirement unfolds in seasons. This series of articles

What Are 530A (Trump) Accounts? 530A (Trump) Accounts are a new tax-advantaged investment account designed for children under 18. They function as a long-term investing tool

Estate planning is about more than writing a will — it’s about protecting your family, minimizing taxes, and making sure your financial legacy unfolds exactly

100 Women. More Than $400 Billion Managed. One National Ranking. Each year, Forbes releases its Top Women Wealth Advisors list in partnership with SHOOK Research. The 2026 national

One of the most confusing transitions my clients face as they approach retirement isn’t Social Security or investments—it’s Medicare. After decades of employer health insurance, suddenly

This article was written by Planning Supervisor Diane Krainik, CFP®. As a new year begins, it is a good time to review your employer plans and

What Is a Certified Tax Specialist™ (CTS™)? Tax planning is about protecting your income, minimizing unnecessary tax exposure, and making sure your financial strategy works as