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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Social Security & Medicare Are Changing in 2026: Here’s What You Need to Know
If you rely on Social Security or Medicare, 2026 is shaping up to be a year of major change — and it’s important to...
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Should You Stay in Cash When Everything Feels High?
Right now, a lot of investors are uneasy— not because the markets are falling, but because everything seems elevated...
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Government Shutdown: What It Means for Your Social Security and Medicare Benefits
If you’ve been watching the headlines lately, you know the government is currently shut down as Congress works to pass a...
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