When most families start thinking about the legacy they’ll leave behind, they want a plan that’s both financially smart and genuinely meaningful. One option that checks both of those boxes is to name a donor-advised fund (DAF) as the beneficiary…
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Don’t Wait Until You Need It: Financial Moves That Reward the Proactive
There’s a saying in financial planning that applies to more than just money: The best time to prepare is before you need to. It’s not the most exciting advice, but it’s some of the most valuable. The truth is, the…
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Progress Over Perfection: 4 Areas of Life Where Good Enough Is More Than Enough
Let’s be honest: if you’ve ever reorganized your spice rack instead of tackling your actual to-do list, you might be a perfectionist. (No judgment. We’ve all been there alphabetizing oregano next to onion powder.) We’ve also had that moment of…
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The Big Beautiful Bill: What It Means for You
The “Big Beautiful Bill,” officially known as the One Big Beautiful Bill Act, is a sweeping tax and spending package signed into law on July 4, 2025. Championed by President Donald Trump, this legislation merges permanent tax cuts and new…
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Navigating Gulf Coast Real Estate During Hurricane Season
The Gulf Coast is a wonderful place to live: warm weather, beaches, and tons of activities to entertain. However, navigating the real estate market can be tricky – especially during hurricane season, which takes up around six months every year….
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Graduated and Grown(ish): To-Do’s for You and Your High School Grad
The cap has been tossed, the diploma framed, and now your high school graduate is officially a legal adult. Whether they’re college-bound, heading into the workforce, or taking a gap year to figure things out, turning 18 is more than…
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Individual Bonds vs. Bond Funds: Which One is Right for You?
When it comes to investing in bonds, you’ve got two main choices: individual bonds or bond funds. Both can provide steady income and diversification, but they work in very different ways. Some investors like the predictability of individual bonds, while…
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