Cash Balance Plan is a type of retirement plan designed to help business owners save significantly more for retirement than they can through a traditional 401(k) alone. While it is technically a defined benefit pension plan, it doesn't look or feel like the old-fashioned pension plans many people think of.

While investment performance often dominates financial headlines, one of the most valuable assets for affluent families is often overlooked: liquidity.

For many individuals, families, and business owners, estate planning is not simply about the transfer of wealth at death. Rather, it is a process centered on control, continuity, and the preservation of family intent across generations.

Nonprofit leaders are entrusted with a significant responsibility: ensuring that the financial resources under their care remain available to advance the organization's mission, both today and for generations to come.

Markets navigated a volatile week as investors balanced strong corporate earnings, renewed geopolitical tensions in the Middle East, and growing debate over the Federal Reserve’s next move.