Madeline Benjamin 
Key Takeaways Charitable giving is about more than saving on taxes. It is a way to share your success with those less fortunate, have a meaningful impact on your community and pass down a legacy of giving to future generations of loved ones. For many high-net-worth families, the question is not whether to give but … Read more
Key Takeaways The decade leading up to retirement is one of the most critical periods in your financial life. During these years, the decisions you make can have an outsized impact on your long-term financial security and ability to achieve your retirement lifestyle goals. It is important that your decisions in these crucial years align … Read more
Key Takeaways As we reach the halfway point of 2026, it is important to check in on your investments to ensure they continue to meet your needs. Changing interest rates, market volatility, geopolitical tensions, technological advancements and a shifting economic landscape are just a few examples of factors that can impact your portfolio. A thoughtful … Read more
Key Takeaways For many successful business owners, the decision to exit is a difficult one that represents the culmination of decades of hard work and dedication. The exit itself can be an overwhelming and emotionally charged event, yet it is only the beginning. Without proper planning, the liquidity from a business sale can result in … Read more
Key Takeaways Without proper management, capital gains and concentrated stock positions can lead to substantial tax bills and increased portfolio risk. Fortunately, there are several strategies that can help reduce both your tax burden and your risk exposure. Risks of Concentrated Positions Concentrated stock positions can increase your portfolio’s risk exposure in the following critical … Read more
Key Takeaways If you are not taking steps to minimize the tax exposure of your investment portfolio, you could be missing out on significant long-term growth opportunities. Even modest improvements in your portfolio’s tax efficiency can compound into significant wealth over time. Fortunately, there are several time-tested, straightforward strategies that can help minimize your investment … Read more
Key Takeaways When establishing an estate plan, many people focus on strategies such as wills, trusts, charitable planning and powers of attorney, which are all essential components of an effective wealth transfer strategy. However, even the most well-constructed estate plans often overlook one critical question: which assets should go to which heirs? This question brings … Read more
Key Takeaways Planning for the long-term financial security of a loved one with special needs requires specialized strategies and an intentional approach to help ensure adequate assets are available without jeopardizing your loved one’s eligibility for essential benefits, such as Supplemental Security Income (SSI) and Medicaid. If your goals include providing financial support for a … Read more
The promise of annuities for retirement planning almost sounds like a retirement dream come true. A guaranteed source of income you cannot outlive? What could be better? While annuities can make sense for a small portion of your portfolio in very specific situations, it is important to educate yourself and carefully weigh the pros and … Read more
IRVING, Texas, November 10, 2025 — United Capital Financial Advisors, an established registered investment advisor (RIA), today announced the acquisition of Apexium Financial LP (Apexium Financial), a nationwide RIA with offices strategically located in the Northeast, Mid-Atlantic and Southwest. This acquisition adds over $4 billion in assets under management (AUM) to United Capital, along with … Read more