Beyond Bulls & Bears

Five estate planning ideas for 2025
Wealth Planning

Five estate planning ideas for 2025

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Key planning ideas to maximize your 2025 tax savings
Wealth Planning

Key planning ideas to maximize your 2025 tax savings

For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.

Saving for college: Start small, but start now
Education

Saving for college: Start small, but start now

Graduation season provides an important reminder of the high costs of a college education. Sandra Palmer, Head of 529 Distribution at Franklin Templeton, discusses how to finance a college education, how it’s similar to saving for other life goals, and how friends and family can get involved.