Learn about top tax scams in 2025, from phishing to fake credits, and get simple IRS tips to help protect your refund and personal data.

Learn how RMDs work, which retirement accounts are subject to required minimum distributions, and how withdrawals may affect your income taxes.

Keeping Cool in Volatile Markets shows how staying invested, tuning out noise, and a clear plan can protect long-term returns during sharp swings.

Review a graph showing how employers are planning on working with AI in the coming year. By the numbers, they will want current staff to learn and work more with AI.

Holiday Tipping Etiquette guide to who to tip, how much, and cash vs gifts, so you thank caregivers, staff, and service pros with confidence this season.

Strategies for Smarter Giving from Thornapple Financial Center explain QCDs, bunching deductions, and tax-smart donations to help you give more with confidence.

Law changes coming related to monthly repayment plans per the One Big Beautiful Bill Act. The amount of time a borrower has to repay now depends on the loan balance.

Review a survey of financial capability conducted every three years found a substantial decline in many key measures from 2021 to 2024, a period of high inflation.

It is important to review your beneficiary forms. Even if your family situation remains the same, making sure your designations reflect your current wishes is good.

Learn about different deductions that can help you with your taxes. We recommend reviewing your tax strategy towards to end of each year to find opportunities.

What is the "sandwich generation" and how to navagate it. We highlight five key impacts to help you while caring for children and aging adults in your life.

We show the numbers of charitable giving in billions compared to inflation from 2015 through 2024. How will tax treatments of charitable contributions effect giving?

When can you change your health insurance plan? How often should you review your current health insurance plan? Who should I contact with any insurance questions?

Time horizon at retirement: see how goals shift from saving to managing liquidity, sequence-of-returns risk, and long-term sustainability.

Every wonder how much money you will be able to provide to your beneficiaries if you were to pass away? Do you have enough to cover the expenses and taxes?