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What does the Big Beautiful Bill mean for me?
Reading Time: 2 minutesThe potential income tax changes of the One Big Beautiful Bill Act are a subject of curiosity for many Americans. Here are the points we believe ...
Managing cognitive decline
Reading Time: 3 minutesCognitive decline is a sad condition that many families are challenged by, and our hearts go out to all those affected. If you or a loved ...
Liberation Day and what it means for your portfolio
Reading Time: 1 minuteLiberation Day, which occurred last month, and its economic effects are the question on everyone’s mind. In this month’s newsletter we review what the experts say ...
Market volatility – take a breath and exhale!
Reading Time: 2 minutesThis year has been unlike the last few recent ones in terms of heightened market volatility, despite economic fundamentals staying solid. Despite the bearish sentiment, we ...
Get ready for the 2026 estate tax changes – everything you need to know!
Reading Time: 4 minutesJust when you thought the waters could not get any frothier, the tax laws are changing in 2026! Read this article to learn about the sunset ...
Don’t be a Victim of Identity Theft!
Reading Time: < 1 minuteIdentity theft and financial fraud can happen in seconds and take years to remediate. The best cure is prevention. Here are some steps you can ...
Yikes! I had to take RMDs but I don’t need the money yet!
Reading Time: 4 minutesMost people assume that when it’s time to retire, they’ll be desperate for every dollar they can scrounge up. It’s a pleasant surprise when someone finds ...
IRA changes for 2025
Reading Time: < 1 minuteIn our January newsletter we present an overview of some of the changes to Required Minimum Distributions, or RMD’s, that will be happening in 2025. ...