Beyond Financial Planning

06/22/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

06/21/2026

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇

📣 Join us in saying thanks to father figures everywhere.🙌

06/18/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

06/16/2026

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

06/14/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

06/13/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

06/12/2026

06/10/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

06/07/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

06/05/2026

🧠💜 June is Alzheimer’s Awareness Month 🌿

Millions of families are impacted by Alzheimer’s disease, a condition that affects memory, independence, and daily life. This month, we stand together to raise awareness, support caregivers, and advocate for research toward a cure. 🕊️🔬

Early detection and planning can make a big difference. If you or your loved ones are facing memory challenges, take inspiration from this month’s focus to explore resources, learn about this condition, and prepare for the future. 📚🗓️

Join us as we spread awareness and show support for those affected. 🤝💜