Newsletters

• Closed-End Funds May Offer Higher Income

  Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

• Avoiding Probate with a TOD Deed and TOD Account

  In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

• 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.

• Key Tax Law Changes to Higher Education Coming Soon

  The One Big Beautiful Bill Act includes many provisions that affect higher education.