Few things are more fulfilling than taking time to relax or checking off long-term goals. For guidance through some of life’s most impactful moments, read these helpful insights from Key Wealth. Whether you’re preparing for parenthood or donating to charitable causes, we’re here to help.
2025-2026 Charitable Giving Guide
As we approach year-end, many clients are reviewing their philanthropic plans, and 2025 brings important updates that could impact how and when you give. Whether you support causes close to your heart or use charitable giving as part of a broader financial strategy, understanding the latest changes is key to maximizing both impact and tax efficiency.
Higher Education Changes in Recent Years
There have been a number of recent changes to provisions that affect higher education. Changes include such things as borrowing limits for students and parents under federal loan programs, streamlined student loan repayment plans, stricter rules on the ability of borrowers to pause student loan repayment, the promotion of workforce training programs, expanded qualified expenses for 529 plans, and an increased endowment tax on wealthy colleges and universities, among other items.
Books and Podcasts for Your 2025 Summer Reading and Listening
Summer is a great time to catch up on your reading or podcasts, whether at the beach, the mountains, or any other place where you get away. But while a good thriller or romantic novel is always a solid choice, so is a well-written book or well-honed podcast that helps develop our skills or expand our knowledge of the world. We asked our Wealth Institute team to help us curate the perfect summer reading and listening list for 2024. Here are the books and podcasts they thought you might enjoy.
How to Prepare for the Financial Implications of a Divorce
Sometimes divorce is a necessary step but it is often accompanied by a web of financial implications and complications that extend beyond the initial division of assets and debts. Understanding these intricacies is essential to making informed decisions that safeguard your financial well-being during and after this challenging period.
Leaving a Legacy of Giving: How to Involve Your Family in Philanthropy
In a changing world where financial planning extends beyond personal wealth accumulation, more and more families are embracing philanthropic giving as a core value.
Nine Considerations When Facing a Divorce Later in Life
Divorce can get complicated, especially when it comes later in life. Couples who have been together for years often own property and investments jointly. Now they need to divide those assets and plan for their future financial situations.
Notes from the Deal Room: How Buyers Protect Themselves with F Reorgs (and What Sellers Can Do About It)
One of the central truths in mergers and acquisitions (M&A) work is that buyers want to buy assets, and sellers want to sell stock.
Behavioral Finance: How Emotions and Biases Can Drive Financial Decisions
Can our biases influence our financial decisions? The answer, some experts say, is absolutely and positively yes.
A Checklist of Legacy and Estate Planning Topics for Your Family
Did you know that 70% of high-net-worth families lose much of their wealth by the second generation? That number grows to 90% by the end of the third generation, as noted in an article by Money.
Creating a Roadmap With Goals-Based Wealth Planning
While financial planning always involves investing, it goes far beyond just building an investment portfolio and selecting investments expected to outperform their peers.
Preparing for Parenthood
So, you're about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare for life with your baby, here are a few things you should think about.
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