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A Practical Guide to Long-Term Care Planning
Most of us hope to stay healthy and independent for as long as possible. Still, as we age, many people will need help with basic daily tasks like bathing, getting dressed, or managing medications. Planning ahead for this stage of life is not about expecting the worst. It’s about giving yourself and your family clarity […] -
Philanthropy at Year End
All you can take with you is that which you’ve given away The journey from Thanksgiving to New Year’s Day is often a sprint. “Gratitude Month” culminates in Giving Tuesday, which quickly gives way to generous holiday giving in December, and we’re off to new beginnings in January! I don’t know of another film that […] -
Thoughts on Target Date Funds
Target date mutual funds are designed to manage risk based on the age at which an investor plans to retire, typically in five-year increments (2025, 2030, etc.). Their use has grown rapidly over the last decade, in part because they became the default investment choice for many retirement plans. This shift was meant to keep […] -
What the One Big Beautiful Bill Means for Your Financial Plan
On July 4th, a major piece of tax legislation was signed into law. While not every provision of the One Big Beautiful Bill will apply to your situation, several key changes could influence how you give, plan for retirement, and support your family. We’ve created a summary tailored to families like yours: those navigating their […] -
Insurance Coverage Basics: Protecting What Matters Most
When it comes to financial planning, insurance often gets overlooked. But having the right coverage in place is one of the most important ways to protect your income, your assets, and the people you care about. Here’s a breakdown of the key types of insurance to consider and how they may fit into your overall […] -
My After-Action Review
Is that it? Is the stock market drama from the last few months over? When we’ve come through a challenging time in the markets, it helps to have a moment of reflection. In the Army, we called them After-Action Reviews (AARs). The goal is to make a clear-eyed assessment of our decisions during times of […] -
Facing Market Turbulence
Market Turbulence and Risk Investors often confuse market turbulence or volatility with risk. The unpredictable ups and downs of the market can be stomach-churning. But that isn’t actual risk. The real risk is the possibility that, in a volatile and confusing situation, you make an emotional decision that puts your financial security in jeopardy. Someone […] -
Tax Diversification Strategies for Every Season
As tax season ramps up, many people focus on their immediate tax bill. But taxes aren’t just a once-a-year concern—they play a role in your financial picture year-round. One of the most effective ways to manage your tax exposure is through a tax diversification strategy that spreads investments across different types of accounts to balance […] -
A Lesson From The Road
I just bought my first new car in 10 years. It wasn’t supposed to happen this way—I had planned for a deliberate purchase in 2025. But plans don’t always unfold as expected. For months, my Grand Cherokee had been showing signs of age. The windshield wiper sensors were glitchy, the transmission was fading, and the […] -
IRS Releases Secure 2.0 Guidance
The Internal Revenue Service (IRS) released final regulations and guidance on updated required minimum distribution (RMD) rules. These rules were proposed in the Consolidated Appropriations Act that was signed into law in early 2023. Dubbed “SECURE 2.0”, this law made changes impacting retirement plan participants, IRA owners, and beneficiaries. For many, these proposed rules generated […]
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