Missions

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

Briefings - The Economy

Monthly Economic Update – September 2025

Clearly September shattered expectations. Historically one of the weakest months for equities, it instead delivered a standout performance.

Briefings - Markets

Inflation, Deflation, Stagflation?

Stagflation is a pretty simple concept: it stands for an economic condition where the economy is in recession, but also features high inflation.

Retirement

401K’s Adding Crypto Choice?

The Department of Labor appears to be giving a bright green light to private equity investments and crypto options in our nation’s 401(k) plans.

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

The Easiest & Cheapest Way to Avoid Costly Probate

In most states, you can apply a transfer-on-death provision to individual non-retirement brokerage accounts to avoid a costly probate upon passing.

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

What is Jerome Powell Thinking?

The Fed decided not to make any changes the last time around, and its economic explanation was mildly negative about America’s prospects for the remainder of the year.

Basic Training

Insurance Part 1 – Basic Training

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

Financial Planning

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