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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, made permanent the current federal income…
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Protecting What Matters: Download Our Fraud Prevention Guide
As cybercrime and financial fraud continue to rise, protecting your personal information and assets has never been more important. In…
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Macroeconomic Update: Resiliency Remains
After a surge of imports led to GDP contraction of -0.5% in Q1 2025, Q2 looks to have swung back…
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Markets – 2nd Quarter, 2025
Throughout the quarter, the global markets experienced extreme volatility but ended at all-time highs (S&P 500). This speaks to the…
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Financial Planning Corner: Do NOT Forget Your Spouse
If you frequently read finance-related articles, you have probably heard about “The Great Wealth Transfer.” The Silent Generation and Baby…
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Where Do We Go from Here?
The second quarter started with a BANG as extreme volatility took hold in response to the Liberation Day tariff announcements on April…