Missions

Smart Charitable Gifting Strategies

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most. In addition…

Briefings - The Economy

Month Economic Update – January 2026

The U.S. stock market started 2026 on a strong note, with major indexes hitting record highs. Despite mixed corporate earnings and ongoing uncertainty around fiscal policy, the market showed resilience.

Briefings - Markets

Employment’s Hidden Figures

On the surface, the U.S. unemployment rate looks reassuring, at 4.4%. But behind the relatively low number, it’s possible to identify some potentially troubling signs of weakness.

Retirement

Recent 401k Changes

Since its inception in 1980, the 401(k) plan has become a key tool in helping Americans build wealth.

Insurance

Plan to Age with Dignity

Aging is inevitable—but being unprepared doesn’t have to be.

Taxes

New $6,000 Senior Tax Deduction

Starting in 2025, if you are age 65 and older, you may qualify for a new $6,000 above-the-line tax deduction that could help reduce taxable income

College Planning

The Trump Savings Account

The Trump Account is part of the “One Big Beautiful Bill”, recently signed into law, as another option to save for education, business or first time home ownership.

Estate Planning

Stepping Up Basis – Creative Estate Planning

This article ponders gifting highly appreciated stock to elderly parents for a step up in basis when they pass.

Elder Care Planning

The Sandwich Generation Struggle

Conversations with aging parents about finances can feel difficult, but knowing their financial resources, assets, and healthcare plans will help you make smarter decisions. Ask questions such as: 📝 Do…

Investing

The Largest IPO In History

The market is about to experience the largest and perhaps least justified initial public offering in history, Elon Musk’s SpaceX.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Smart Charitable Gifting Strategies

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most. In addition…