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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, November 25, 2025

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...

Friday, July 11, 2025

President Trump recently signed H.R.1—the 'One Big Beautiful Bill'—into law, extending the 2017 tax cuts and making several key changes that could affect your financial planning. Below are some key highlights: The Extension of the 2017...

Tuesday, January 21, 2025

As we head into the new year, the financial landscape presents a mix of new opportunities and challenges that require careful planning and consideration. With adjustments in tax brackets, retirement contribution limits, and...

Thursday, November 28, 2024

Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your trusted...

Tuesday, September 17, 2024

Anticipation is growing for the Fed’s next two-day policy meeting, which will start tomorrow, Wednesday, September 18, 2024. And with good reason! If the Fed decides to cut short-term interest rates, it would be the first adjustment...

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Thursday, May 23, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Tuesday, April 9, 2024

At the most recent Federal Open Market Committee meeting, Chairman Jerome Powell continued with language around a wait-and-see approach as they held rates steady for a 5th consecutive meeting. A majority of Fed policymakers continue...

Monday, January 29, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Thursday, November 23, 2023

Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your...

Wednesday, November 8, 2023

Retirement has undergone a bit of a transformation in recent years. More retirees are choosing to continue working after retirement, redefining the traditional notion of "retirement." As a CERTIFIED FINANCIAL PLANNER™ with...

Wednesday, July 19, 2023

U.S. growth has remained resilient through the first half of the year despite tighter monetary conditions created by the Federal Reserve.  Headline and core inflation continue to decline but remain...

Monday, April 17, 2023

With market volatility happening all the time, it can be tempting to try to “time the market” to get the best performance. But studies show that this approach might not be the best—especially for investors with long-term goals.

Friday, January 13, 2023

What You Need to Know About Secure Act 2.0 The setting every community up for retirement enhancement (Secure) Act 2.0 was recently signed into law and if you are like most, you probably glanced at the headline during the holiday season an