Charitable Giving and Tax Benefits
The One Big Beautiful Bill Act has fundamentally altered the charitable giving landscape, with significant changes taking effect in 2026.
A Simple Guide to Financial Planning
Financial planning isn’t only about growing wealth. It’s about using it wisely — to support your values, protect your family, and create the freedom to live on your own terms.
Why 4Q25 Offers Homebuyers a Window of Opportunity
With the Federal Reserve beginning to ease rates and housing inventory showing signs of expansion, the final quarter of 2025 could present a unique moment for prospective homebuyers.
Fed Announces 25 Basis Point Interest Rate Cut
The Federal Reserve trimmed its policy rate by 25 basis points, bringing the federal funds target range to 4.00%–4.25%.
Employer Match & Roth Options Expand in 2025
Many employers are offering Roth employer contributions. This development opens up powerful new planning strategies, especially for those who anticipate being in a higher tax bracket in retirement.
Your Roadmap to Goal-Based Financial Planning
Goal-based financial planning emphasizes aligning your financial decisions with the life outcomes you hope to achieve. Whether it’s retiring comfortably, buying a first home, or saving for a child’s education, this strategy is centered around what matters most to you.