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Organized tax and financial documents showing records retention guidance for what to keep and what to shred

Tax Records Retention: What to Keep, What to Toss

With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...

Illustration representing stepped-up basis and estate planning strategies to help reduce capital gains taxes for heirs

Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning

Because of recent tax law changes, income taxes — not estate taxes — are now a more significant focus in...

7 Tax Planning Opportunities for Taxpayers Age 50 and Older

7 Tax Planning Opportunities for Taxpayers Age 50 and Older Tax planning doesn’t stop at retirement—it often becomes more important....

Chart illustrating historical market performance during periods of geopolitical conflict

Geopolitical Conflict and Markets: A Historical Perspective

Focus Partners Advisor Solutions – March 2, 2026 Recent geopolitical developments, including renewed conflict in the Middle East, have understandably...

March Madness tax planning strategies to reduce MAGI and save money before the April 15 tax deadline

March Madness—Smart Tax Moves That Save You Money

The April 15th tax deadline is just around the corner. For some, you’ll file and be done with the madness sometime...

Spousal IRAs: Retirement Savings Rules

Spousal IRAs Explained: Retirement Savings Rules for 2026 Not all married couples earn dual incomes. During the course of a...

Estate planning checklist reviewing account beneficiaries

When Is the Last Time You Reviewed Your Account Beneficiaries?

In today’s fast‑paced world, it’s easy to lose track of important financial details, including when you last reviewed your account...

Charitable giving in retirement using Qualified Charitable Distributions from an IRA

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving Gigi G. LeKites, CFP®, CRPC® Qualified Charitable Distributions (QCDs) can...