Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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2025 Year-End Charitable Giving Opportunities
As the year winds down, now is the time to consider making charitable contributions before the December 31 deadline to qualify for tax deductions for the 2025 calendar year. Earlier this year, the One Big Beautiful Bill Act (OBBBA) was enacted, bringing significant changes to the charitable giving landscape, especially for high-income earners. The legislation…
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New to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time If you’re nearing 65, the age of eligibility to enroll in Medicare, you’ve probably begun to think about switching to the federal health insurance program from your current plan. The government’s annual guidebook Medicare & You is a great resource, but…
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Tax Optimization at Different Stages of the Business Lifecycle
As a business owner, most of your time and effort go into tasks such as managing day-to-day operations, overseeing a team, monitoring sales, and communicating with clients and shareholders. Amidst these responsibilities, it can be easy to put financial planning tasks like tax planning and optimization on the back burner. Tax optimization is essential for…
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Surviving the Storm: 5 Steps to Prepare Your Small Business for an Emergency
Owning a small business can be a fantastic opportunity, as it allows you to be your own boss and have a flexible schedule. However, it also comes with its fair share of challenges, particularly when it comes to unexpected and unpreventable events that can disrupt the business. According to a 2021 survey conducted by FED…
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Choosing a Retirement Plan for Your Business
Workplace retirement plans have become increasingly complex over the last few decades— but with that complexity also comes more opportunities for companies of any size to offer this valuable benefit to employees. In the past, any employer that wished to sponsor a defined contribution plan, like a 401(k), adopted its own individual plan, with fairly…
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Market Note: Strong Growth, Healthy Consumers, and Banks on Deck
The Week Ahead. Economics- Monday: Central Bank, Housing and Construction, Tuesday: Central Bank, Labor Market, Inflation, Wednesday: Industry Orders, Thursday: Payroll, Central Bank, Wages Earnings –Monday: CCL, Tuesday: PAYX, LW, NKE, Wednesday: CAG [1] Bureau of Labor Statistics, as of September 2025 [2] Bloomberg, as of September 2025 [3] FED, as of September 2025 [4]…
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Social Security Q&As for Divorcées
Divorce is often a challenging time mentally, socially, and especially financially. Many recently divorced people find themselves starting over, trying to figure out how to pay for things that they previously had another income to help cover. This financial predicament often hurts women the most with them experiencing an average 41% drop in income.[1] In…
