Missions

AI Excess & Anxiety Paradox

Between fears of mass job displacement and a multi-trillion-dollar infrastructure bubble fueled by "circular" accounting, the AI industry faces a profound and jittery financial crossroads.

Briefings - The Economy

Month Economic Update – February 2026

After a robust January, the early-2026 tech rally lost steam as investors grew wary of heavy market concentration in mega-cap stocks.

Briefings - Markets

AI Should Reduce Inflation, Right?

While overall inflation is steady, aggressive AI expansion is driving up residential electricity rates and consumer electronics prices through massive power demand and memory chip shortages.

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

The 7.5% Silver Lining

The U.S. Tax Code allows deductions for medical expenses exceeding 7.5% of income, offering a vital financial recovery window during years of high healthcare costs.

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

AI Excess & Anxiety Paradox

Between fears of mass job displacement and a multi-trillion-dollar infrastructure bubble fueled by "circular" accounting, the AI industry faces a profound and jittery financial crossroads.

Basic Training

Insurance Part 1 – Basic Training

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

Financial Planning

ABLE Account Benefits

ABLE (Achieving a Better Life Experience) accounts are tax‑advantaged savings vehicles that allow people with significant disabilities to save and invest for the future without jeopardizing eligibility for key public…