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 19, 2025 | Retirement Income Planning, Risk Management
The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old retiring today could spend approximately $165,000 on health care throughout retirement, according to recent estimates...
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....
Apr 2, 2025 | Investing, Investment Planning, Retirement Income Planning, Risk Management
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy direction have resulted in market swings, most notably in 2022 when the Fed began to hike rates, and again last year when investors...
Mar 6, 2025 | Financial Planning, Retirement Income Planning
Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The changing political, economic, and market environments can all impact retirement plans. A record number of people...
