Missions

Student Loan Repayment Discount

The Education Department temporarily boosted the student loan auto-pay discount from 0.25% to 1% through 2028, requiring non-enrolled borrowers to opt in by September.

Briefings - The Economy

Monthly Economic Update: July 2026

July saw a shift in market leadership as investors moved beyond the large technology and AI-related companies that had led the market for much of 2025 and early 2026. Following…

Briefings - Markets

Markets “Strait” Up

U.S. stocks rebounded late-week from a sharp midweek plunge, reminding long-term investors that daily market volatility usually smooths out over longer horizons.

Retirement

The Evolution of Retirement Savings

From traditional IRAs to the new 530A "Trump Accounts," evolving legislation and automatic features continue to expand wealth-building opportunities, helping more Americans secure their long-term financial futures.

Insurance

Plan to Age with Dignity

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

Taxes

The Illusion of New No Tax Rules

New federal laws shield up to $25,000 in tips and overtime premiums from income taxes, though base hourly wages remain fully taxable under strict IRS rules.

College Planning

Student Loan Repayment Discount

The Education Department temporarily boosted the student loan auto-pay discount from 0.25% to 1% through 2028, requiring non-enrolled borrowers to opt in by September.

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

Bonds Entering Bear Territory

Surging 10-year Treasury yields to 4.7% have spiked mortgage rates and pushed federal debt interest above defense spending, complicating future Federal Reserve rate decisions.

Basic Training

Insurance Part 1 – Basic Training

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

Financial Planning

Summertime $ Checkup

Most people think financial planning has to happen in January or during tax season. But summer gives you something those times don’t: perspective.