-
Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
Read more: 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 tax brackets, which were set…
-
Higher Prices and Inflation – Part I: Six Key Reasons
Read more: Higher Prices and Inflation – Part I: Six Key Reasons1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S.,…
-
Are You Sleeping Well?
Read more: Are You Sleeping Well?Market volatility has been at the forefront of our minds the last few years. We expect…
-
Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
-
Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
-
Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
-
What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…
-
If You Remember Only These 5 Things
Read more: If You Remember Only These 5 ThingsFirst and foremost, considering all the unusual turmoil in our lives the past year, we thank…
-
“Where Am I Going?”
Read more: “Where Am I Going?”The beginning of any year is a good opportunity to review your life and determine what…
-
Medicare – The Basics
Read more: Medicare – The BasicsThe cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest…