For many families and individuals, estate planning feels like something to address later in life. It is often associated with retirement, advanced age, or significant wealth. In reality, estate planning […]
Do You Have an Estate Plan? Why You Should Not Wait Read More
Retirement is often described as a finish line. In reality, it is one of the most significant financial transitions an individual will experience—and one that requires thoughtful preparation well before
Are You Making These Retirement Mistakes? Read More
Wade D. Egmon, CPA, CFP® On July 4, 2025, President Trump signed into law the informally named “One Big Beautiful Bill Act” (OBBBA), a budget reconciliation bill that includes significant
Tax Law Update: Key Planning Insights from the OBBBA Read More
Morgann Zimmer, CFP® As we reach the midpoint of the year, it is a fitting time to step back and revisit your financial plan. While comprehensive planning is inherently long-term,
Staying Financially Cool This Summer: Smart Mid-Year Financial Planning Read More
By: Wade D. Egmon, CPA, CFP® | Senior Financial Advisor On January 5, 2025, President Joe Biden signed the Social Security Fairness Act (“The Act”) into law. This legislation, which
The Social Security Fairness Act Read More
We are asked often by our clients what their adult children should be thinking about regarding financial planning for themselves and for their families. We thought it may be helpful if we shared a few suggestions that existing or new clients could pass on to their children, or extended family members.
Financial Planning as a Family Read More
As the new year quickly approaches, we want to help you plan for 2025 by providing important information related to tax rates and other planning thresholds. The IRS recently announced inflation-adjusted updates for 2025. These numbers are for the tax year beginning January 1, 2025.
2025 Tax Rates and Planning Limits Read More
Contributing to Roth accounts is appealing due to their potential for tax-free growth and tax-free distributions for account owners and their beneficiaries, which can help alleviate concerns about higher tax rates in the future.
Roth Contribution Strategies for High Income Earners Read More
When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms such as “The Market” and “The Fed.”
Financial Terms from A to Z Read More
By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation
Self-Funding Long-Term Care Read More
