Missions

Sunsetting Tax Provisions

While the bill has passed the House, it faces further negotiation and possible revision in the Senate, let's see what to expect:

Briefings - The Economy

Monthly Economic Update – May 2025

The S&P 500 and NASDAQ posted their best monthly performances since 2023, with nine of the 11 market sectors ending in positive territory.

Briefings - Markets

Moody’s Downgrades USA

On Friday, May 16, 2025, Moody's Ratings downgraded its rating on U.S. government long-term debt from its highest rating of Aaa to the next highest rating of Aa1.

Retirement

Retirement Income Strategies

Retirement income planning is undeniably more complicated than accumulating a retirement portfolio during the work years, but it doesn't have to be overwhelming.

Insurance

Home Insurance – How Much?

There is no easy solution to the problem of climate-related disasters as they continue to grow in number and intensify, causing insurance premiums to rise.

Taxes

Sunsetting Tax Provisions

While the bill has passed the House, it faces further negotiation and possible revision in the Senate, let's see what to expect:

College Planning

New Options For College Savings

Starting in 2024, extra funds in a 529 plan can be rolled over to a Roth IRA for the same beneficiary.

Estate Planning

We Need To Plan For The Inevitable

Taking the time to establish a comprehensive estate plan offers peace of mind for you and your loved ones,

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

IPO Sugar High

The point here is that getting in on the ground floor of a company that is trading on the markets for the first time is extremely risky business. 

Basic Training

Insurance Part 1 – Basic Training

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

Financial Planning

Unlocking Medicare: The Essential Guide

Medicare Unpacked: What You Need to Know Medicare is more than just a federal health insurance program—it’s a lifeline for millions of Americans, providing coverage for retirees and those with…