Blog

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping our clients abreast of these...

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you may not realize that a segment of viewers will...

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are permanent, such as reducing the...

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a legal adult in most states. This...

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our economics, policy, business, and culture—and look a...

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive. According to Alzheimer's Disease...

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved. It is also a time when financial...

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a...

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in person. Whether for team building or...