Newsletters

• Be Storm Smart: How to Prepare for Extreme Weather

  More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

• Unpacking the Real Limitations on Unlimited PTO

  The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

• Financial Tools That Can Help Americans with Disabilities

  Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.