The Corporate Transparency Act (CTA) took effect this year requiring entities to provide FinCEN and the Department of the Treasury with certain required information about

by: Susan Hagley, MST Senior Wealth Strategist The cost of education is notoriously high, leaving some families wondering about the best strategy to save for

“All failure is failure to adapt, all success is successful adaptation.” – Max McKeown, Adaptability: The Art of Winning in an Age of Uncertainty. This

“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized their full lifetime