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Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key Takeaways Treat tax strategy as a continuous process, not a once-a-year filing exercise. Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency. Review contribution limits, charitable rules, and estate...
Understanding The Emotions Behind Financial Decisions
Key Takeaways Emotions and biases might influence financial choices more often than most people realize. Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results. Recognizing emotional triggers can help manage...
Goal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable steps, keeps you focused,...
Year-End Giving Strategies: Tax-Smart and Impactful
Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions for high earners and...
The True Costs of Caring for Aging Parents
Caring for aging parents is one of the most profound acts of love a person can give. But it is also one of the most demanding, emotionally, physically, and financially. Whether you are already in this role or just beginning to prepare, understanding the true costs of...
Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Key Takeaways The holidays are a great time to start important family financial discussions. Discuss your financial situation, estate strategy, and legal preparations with adult children. Make sure your loved ones know your income sources, account access, and...
Should You Pay Off Your Mortgage Early or Invest Instead?
Got a bonus, inheritance, or extra income? One big financial question often follows: 👉 Should I pay off my mortgage early, or invest the money instead? At first glance, it might feel like a simple choice. Paying off your mortgage can free up monthly expenses, while...
A 2025 Guide to Protecting Seniors from Fraud
If you’ve recently taken a more active role in your parents’ finances, you’re not alone. Many adult children are helping their aging parents with everything from paying bills to making healthcare decisions—and increasingly, protecting them from fraud. Unfortunately,...
Smart Financial Moves to Make Before the End of 2025
The last quarter of the year is crunch time for tax, retirement, and estate planning.As December 31 approaches, opportunities for tax savings, retirement contributions, and estate updates start closing fast. Acting now could make a meaningful difference for your 2025...
Will your money last as long as you do?
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In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.
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