Welcome!
Newly Added Insights
NEW communication Added 10 hours ago
Charitable and Itemized Deduction Changes Under the One Big Beautiful Bill Act
In July 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), bringing the largest tax changes in years. Many of these provisions take effect in 2026 and will directly
communication Added 1 week ago
Long-Term Care Awareness Month
As the holiday season approaches, November brings not only gatherings of family and friends but also an important reminder: it’s National Long-Term Care Awareness Month. This newsletter is designed to
communication Added 2 weeks ago
Key Changes and Updates to Keep in Mind if You’re Preparing for RMDs in 2025
Required Minimum Distributions (RMDs) play a significant role in retirement planning, affecting how retirees withdraw funds from tax-deferred accounts like traditional IRAs, 401(k)s, and other qualified retirement plans. As tax
Communications
NEW Added 10 hours ago
Charitable and Itemized Deduction Changes Under the One Big Beautiful Bill Act
In July 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), bringing the largest tax changes in years. Many of these provisions take effect in 2026 and will directly
Added 1 week ago
Long-Term Care Awareness Month
As the holiday season approaches, November brings not only gatherings of family and friends but also an important reminder: it’s National Long-Term Care Awareness Month. This newsletter is designed to
Added 2 weeks ago
Key Changes and Updates to Keep in Mind if You’re Preparing for RMDs in 2025
Required Minimum Distributions (RMDs) play a significant role in retirement planning, affecting how retirees withdraw funds from tax-deferred accounts like traditional IRAs, 401(k)s, and other qualified retirement plans. As tax
Quarterly Investment Commentary – Q3 2025