Blog Posts
Women Managing Wealth
Women Are Managing More Than Ever – But Are You Building Wealth? You’re the one who keeps things moving. Maybe you’re deeply involved in the
Money Talk – 2026 Q1
Can Tailwinds Offset Current Headwinds? With every day there is new, and significant, information for consumers and companies to digest. There is so much to
Changing jobs? Let’s make sure your finances are ready, too.
A Simple Financial Checklist for Before, During, and After a Job Change Changing jobs is a big deal. Sometimes it’s exciting. Sometimes it’s stressful. Sometimes
Trump Accounts – Long-Term Investment Vehicle for Kids
A Pathway to Financial Freedom for the Next Generation This is the smile you could receive from your child or grandchild when you put them
Money Talk – December 2025
When Wall Street is not equal to Main Street
Your First 90 Days of 2026: A Financial Checklist to Start the Year Strong
A new year offers a natural reset – and when it comes to your finances, the first 90 days of the year are an ideal
Money Talk – October 2025
Markets Continued Their Rally Global risk markets maintained their positive trajectory through the end of the third quarter. In fact, broad indexes for U.S. stocks,
OBBBA’s Ripple Effect on Education Planning
On July 4, 2025, the One Big Beautiful Bill Act (abbreviated OBBBA) was signed into law. This piece of legislation brings major changes across federal
One Big Beautiful Bill Act
New Law, New Landscape: Navigating the Big Beautiful Bill’s Financial Impact In a landmark moment for tax and social policy, the One Big Beautiful Bill
Money Talk – July 2025
A Solid First Half of the Year Despite an otherwise choppy start to the year, equity markets have had quite an incredible rally from the
Money Talk – April 2025
2025 in Full Swing – Volatility Has Arrived So far, 2025 has been off to a rocky start with market downside accelerating in recent trading
Property Tax Protest
Homeowners across the country have witnessed a sharp rise in property values over the past decade. With higher property values come higher property tax bills.
Worried About Tariffs? Let’s Look at the Facts.
A Look at Tariffs, Market Swings, and the Power of Patience. Have You Checked Your Portfolio Lately? With the recent tariff news and economic uncertainty,
WEP/GPO Repeal (Social Security)
An enormous Social Security change just happened. Are you one of the 3 million this impacts?
TCJA Sunset? Or Maybe Not So Fast
With the election results in, TCJA sunset thinking may change.
The ABC’s of Gifting Appreciated Securities
Tax-Advantaged Giving Anyone? There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills