Tax Season and Investment Accounts: What Forms to Expect (and When)
As we move into tax season, one of the most common questions we hear every year is: What tax documents should I expect...
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New Charitable Giving Rules: What’s Changed and Why It Matters
There have been some meaningful changes to charitable giving under the new tax law—especially for people who take the...
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Worried About a Market Bubble? Focus on the Risks You Can Control
Turn on the news or scroll through headlines, and it’s easy to feel uneasy about the stock market. Are we in a bubble...
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Winter 2026 Newsletter
Market & Planning Update As we begin 2026, markets closed out the prior year on a constructive note. While volatility...
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Reasons for Optimism as We Head Into the 2026 U.S. Economy
If you’ve been paying attention to the headlines lately, you’d think the economy is always on the brink of disaster...
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The Real Retirement Risk No One Talks About: Living Too Long
One of the biggest financial planning challenges today isn’t a market crash or a recession. It’s longevity. Simply put...
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Why Money Isn’t Just Math—It’s Emotional
Most people think money is about math. Budgets. Rates of return. Percentages. P&Ls. But in real life, money rarely...
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Your Holiday Tipping Guide: Who to Thank—and How Much to Give
As the holiday season approaches, so does the annual question: Who should I tip—and how much? And no, tipping isn’t a...
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How Tax-Loss Harvesting Turns Temporary Losses Into Long-Term Tax Savings
Have you ever looked at your investment statement during a down market and thought, “This is nothing but bad news”? It’s...
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529 Plans Aren’t Just for College Anymore: What Families Need to Know About the New Rules
For years, 529 plans were viewed as simple college savings tools. You saved, the money grew tax-free, and you used it...
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How to Save 4% on Your Property Taxes
When most people think about taxes, their mind goes straight to income taxes — but there’s another kind of tax that hits...
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Caring for Aging Parents Without Losing Financial Stability
If your parents are getting older and starting to need more help — emotionally, physically, or financially — you’re not...
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