The recently passed One Big Beautiful Bill Act introduces several changes that may significantly shape retirement strategies, tax planning, and everyday financial decisions. While this isn’t a comprehensive summary, we’ve highlighted the updates most likely to have an impact.
It’s a persistent question in American fiscal policy, and for good reason. Social Security, a cornerstone of retirement for millions, is facing a significant financial challenge. According to the 2024 Social Security Trustees Report, the combined trust funds that support retirement and disability benefits are projected to be depleted in 2035.
Most of us don’t like to think about aging, let alone needing help with basic things like dressing, eating, or bathing. But if you’ve ever helped a parent or loved one navigate health issues in their later years, you know how quickly life can change—and how overwhelming and expensive care can become.
Effective tax planning is not a one-time annual event; it's a continuous process that, when integrated into your overall financial strategy, can significantly impact your long-term wealth accumulation and well-being. As our understanding of your complete financial picture evolves ...
We’ve been reflecting on the work we’ve done over the past years—and more than anything, we feel grateful. Grateful for the trust our clients place in us, and grateful for the chance to walk alongside people through big transitions, hard decisions, and exciting opportunities.
Tax season is here, and this year we wanted to share a few less-known tips to help you stay organized, protect your identity, and maximize your savings. Your security is our top priority, so this is at the top of our list. To prevent tax-related identity theft, we highly recommend setting up an Identity Protection PIN.