As long as you’re alive, your estate plan should be a living and evolving document. “Set it and forget it” is not the right approach. But how do you know when you should review it? Here are three signals that it’s time: ow.ly/jINh50Vf60Z

Headlines are driving much of the market volatility right now, and some investors are worried. Will this talk of tariffs and a slowing economy change your approach? ow.ly/Zs0j50Vf5sM

Are you following everything happening with tariffs? We are, too. And we’re here to help you make sense of the potential impact they could have. Check out our answers to 10 questions on tariffs, the economy, markets, and our outlook: ow.ly/WtvV50Vf5nl

Have you updated your estate plan recently? If you’ve moved, experienced a family change, or simply waited a bit too long, now is the time to schedule a meeting to review your estate plan. ow.ly/INrM50Vf63F

The S&P 500 moved into a “correction” last week. And while market corrections are normal, they never feel good. Find out more about corrections and what we recommend in these moments. ow.ly/rYBh50VjrVi

Over the next two decades, an estimated $124 trillion in wealth will transfer to the next generation. Will you be ready for it? Our step-by-step guide can help you get prepared. ow.ly/B4pr50Vjs1C.

How are we feeling about last week’s market correction? Are you worried about heading into bear market territory? ow.ly/Tk8C50VjrWP

Wondering about the right investment strategy for you? Knowing your risk tolerance will help you define your path. Take our Investment Risk Tolerance Quiz to find yours. ow.ly/NACZ50Vjs6q

The word of the day: diversify. Learn more about last week’s market correction and how to move forward. ow.ly/fl4250VjrYC

Naming a trustee is an important part of estate planning. Learn more about the duties of a trustee, why a family member isn’t always the optimal choice, and the potential benefits of choosing a corporate trustee in specific situations. ow.ly/WNp050Vjsb5

If building and preserving family wealth is part of your financial plan, you also need a plan for successfully transferring that wealth to the next generation. We’ve got a guide filled with seven tips to help you navigate the process. ow.ly/9WoF50Vjs3Z.

Individual trustee vs. corporate trustee: Understanding the role a trustee plays in your estate plan will help you choose the right person to take on the position. Which route is best for you? Learn more about your options. ow.ly/VY1c50VjseF

If your head is spinning at going from an all-time high to down more than 10%, then you aren’t alone. But perhaps this isn’t bad news. Get our take on this quick market correction, how many past corrections became bears, and the Fed’s current position. ow.ly/QuMR50VnI2T

This year, make the choice to move beyond basic tax prep. We’ve got strategies to help you finish the tax season strong. Give this blog a read as you get ready to file. ow.ly/Xqa250VnJyZ

Bear or bull? Where do you think we’re heading after this latest market correction? Get our thoughts in our latest Market Commentary: ow.ly/Vvt350VnIs7

Make sure you’re taking advantage of all the tax breaks & incentives available to you. Our Tax Planning Checklist is a helpful resource as you make decisions regarding your taxes, retirement savings, & charitable giving for 2025. Download your copy now: ow.ly/Grul50VnJMa.

Want to plan better for next year's tax return? Check out our latest on-demand webinar, Winning in 2025: Tax Strategies for a Thriving Year. You’ll find insights to help you make the most of tax planning this year. Watch it now: ow.ly/CcG850VnJT5

There have been 39 market corrections since World War II. How many of those actually turned into bear markets? A total of 13. See the breakdown — and why we’re optimistic — in our latest Market Commentary: ow.ly/yAV150VnIzg

Let’s look at those lingering checkboxes for this tax season and see how you can optimize your tax plan for return time. ow.ly/eua750VnJGP

What was your biggest takeaway from our on-demand webinar, Winning in 2025: Tax Strategies for a Thriving Year? If you haven’t seen it yet, check it out now: ow.ly/ITpw50VnJVC