Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what you’re saving. Budgeting focuses on your outflows and can help you ensure you are meeting…
Read More
January saw an increase in volatility, as geopolitical tensions centered around tariffs and the Trump administration’s increasing bellicosity about Greenland made headlines. The S&P 500 eked out a 1.45% positive return, keeping a three-year winning…
Read More
When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different…
Read More
What’s New in the 2026 Tax Season Tax season is officially open: the IRS began accepting and processing 2025 individual tax returns on January 26, 2026, and most taxpayers have until April 15, 2026 to…
Read More
December Recap and January Outlook The weekend after a mid-week New Year’s Eve is usually a slow news cycle. Not this year. 2026 started off with the announcement that the Trump administration had captured Nicolas…
Read More
“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government that you may have heard about. Questions about them have started flowing into our office,…
Read More
November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November…
Read More
Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
Read More
October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
Read More
As we head into the last couple months of the year, many of us start thinking about holiday plans, family gatherings, and wrapping up projects before the calendar flips. But for retirees and people nearing…
Read More