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.

In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.

Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.