In recent years, the rise of index funds has reshaped how many investors think about managing money. Low costs, diversification, and simplicity are real advantages – and within investment portfolios, they’ve proven effective over time. But in our experience, the idea of “set it and forget it” doesn’t typically translate well beyond investments.

The beginning of 2026 is a natural checkpoint to make sure your saving, gifting, and protection strategies still match the life you are living today. Your financial planning can benefit from a fresh look at the start of each year and we have a some actionable ideas to start the new year on the right foot, financially.

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering a trust for the first time.