Jul 18, 2025 | Financial Planning, Investment Planning, Retirement Income Planning
Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement. While Social Security is...
Jul 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent, raising state and local tax...
Jul 7, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced many...
May 7, 2025 | Financial Planning, Investing, Investment Planning, Retirement Income Planning
A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett over his five-decade career as CEO of Berkshire Hathaway....
May 2, 2025 | Financial Planning, Investing, Investment Planning
The financial health of consumers is an important indicator of the broader economy. Consumer spending represents about 70% of all spending across the economy, and steady purchases are one reason economic growth has exceeded expectations over the past few years....
Apr 29, 2025 | Financial Planning
Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the most significant financial commitments of their lives. The investment in higher...
