Resources

Divorce is never easy; emotionally or financially. Even when both people want what’s fair, the process of dividing homes, savings,

Dear Cautious Optimist, As our nation approaches its 250th birthday and Align celebrates 25 years of partnership and planning, this

A Journey of Alignment, Advocacy, and Employee Support Annette Emrich-Starry has spent her career at the intersection of people, benefits,

When life is busy, it’s easy to promise yourself you’ll “start saving later.” The catch is that retirement accounts don’t

Quick Takes Fiduciary Support Spotlight: Reducing Risk Through Outsourcing Many sponsors reduce fiduciary burden by outsourcing select responsibilities through ERISA

The December Unwrap Can you believe December is almost over? It feels like we just got here (and with our

Dear Cautious Optimist, This month’s newsletter is a special one. After more than forty years of guiding individuals and families—and

With Thanksgiving just around the corner, and a slew of Holidays between now and early Next Year, November always feels

As of October 1st, the U.S. government entered a shutdown after lawmakers failed to agree on a temporary funding plan.

Quick Takes Spotlight: Roth Required Catch Up Contributions for High Earners in 2026 Roth catch-up provision (Secure 2.0) takes effect