Be Informed About Your Finances

The One Big Beautiful Bill Act has fundamentally altered the charitable giving landscape, with significant changes taking effect in 2026.

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.

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.

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.

The new tax bill introduces several new deductions while modifying or eliminating others. Some of the new provisions are temporary, expiring in a few years. Most are phased out for high earners. Proactive tax planning will be important to make sure each taxpayer benefits from the changes applicable to their own situation.

There are legitimate, personal, and strategic reasons why starting Social Security as soon as you're eligible at 62 might be the best option.