Missions

The New Energy Crisis

We tend to take electricity for granted, but that luxury may not last forever as crypto mining and artificial intelligence consume massive amounts of energy.

Briefings - The Economy

Monthly Economic Update – October 2025

October brought considerable volatility to Wall Street, yet all major benchmark indexes ultimately ended the month in positive territory. The NASDAQ led the way, setting a new record high, largely…

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

Start The Conversation NOW

Having a conversation with your parents about their finances while daunting is an essential step in helping to ensure their financial well-being as they get older.

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 New Energy Crisis

We tend to take electricity for granted, but that luxury may not last forever as crypto mining and artificial intelligence consume massive amounts of energy.

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