Top 5 questions your financial team should ask you
A financial advisor can help you build a holistic plan based on your unique situation. Here are five questions your advisor should ask you.
Understanding the Corporate Transparency Act: A guide for business owners
The Corporate Transparency Act (CTA) aims to combat illegal activities by increasing transparency in corporate ownership. Read this guide to understand the law.
Retirement planning: The basics of Medicare
Many retired adults have access to the government program, Medicare. Here, we review how it can impact your retirement finances.
How are you getting your paycheck in retirement?
Ensuring a steady stream of income in retirement should be a key part of your planning. Here, we share ways to fund your retirement paycheck.
Economic cycles: How to protect your finances
The current economic tumult is in the news daily. While the news can be daunting, but it is never too late to stabilize your finances.
Establishing a trust: Planning for the future with intention
Trusts are important estate planning tools . Here are three reasons to set up a trust as part of your financial plan.
Optimize your business: Time milestones for your business exit
Selling your business is a significant milestone that requires careful planning to maximize proceeds and prepare for the exit.
First steps for handling an unexpected financial windfall
If you suddenly have unanticipated financial windfall, it’s important to be strategic as you adjust to having additional funds.
The State of Texas Education: A bond underwriters’ perspective
As Texas school districts confront challenges, a bond underwriter shares how they help districts optimize their capital financing strategies for long-term success.
This time really is different: UMB’s 2025 economic outlook
Here, we reflect on the robust return of the financial markets in the past year and share our 2025 economic outlook.
