Navigating the New Rules of Charitable Giving: Is Uncle Sam Being More Generous?

A new tax bill has shaken up the rules for charitable giving. From higher SALT deductions to new "floors" on gifts, here is what you need to know to keep your financial house in order for 2025. ...more

Tax

December 24, 2025•3 min read

Does Your Financial Pile Spark Joy? A Guide to Tidying Up Your Wealth

Is your home office overflowing with old statements and mystery envelopes? It’s time for some financial spring cleaning. Here is a simple guide on what to keep, what to shred, and how to organize your... ...more

Financial Planning

December 22, 2025•4 min read

Navigating 2026: 7 Key Themes for Your Retirement Journey

Stock markets are up, but so is anxiety. As we head into 2026, are you worried about "giving back" your gains? From AI and elections to the national debt, here are 7 key themes every retiree needs to ... ...more

Retirement ,Economy Market &Investing

December 09, 2025•5 min read

Your Year-End Financial Inspection: 3 Moves to Consider Before December 31

As the year winds down, don't miss the chance to perform a "maintenance check" on your retirement plan. We discuss three critical strategies—RMDs, Roth Conversions, and Tax-Loss Harvesting—that need y... ...more

Tax

December 04, 2025•4 min read

The Ghost in Your Portfolio: How to Spot and Manage Phantom Income

Imagine getting a tax bill for money you never received. It’s called "phantom income," and it can catch even experienced investors off guard. Here is how to spot it and keep your retirement plans secu... ...more

Tax ,Investing

December 03, 2025•3 min read

Medicare’s Hidden Cost: How 2025 Income Impacts Your Wallet in 2027

Did you know the income you earn in 2025 determines your Medicare premiums for 2027? It’s called the IRMAA surcharge, and it can be a nasty surprise. Here is how to manage your income today to avoid p... ...more

Health

November 22, 2025•3 min read