You’ve likely heard the saying when it comes to investing, “Don’t put all of your eggs in one basket”. That’s a great way to think of diversification
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In my line of work, people have to make decisions. Sometimes the decisions are small ones, often times they are big. The decision to save more. Or not. The
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That’s the “million-dollar” question I get asked often. Truth is, there is not a magic nest egg number that works for everyone. Retirement planning is like a
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Wealth is always in formation, and the information that you receive is critical to optimizing your wealth. Take our tax laws for example, in formation and
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A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
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Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
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The One Big Beautiful Bill Act of 2025 changed taxation for many taxpayers in all income tax brackets. Notably, many of the provisions of the Tax Cuts and Jobs
The Omnibus Budget Reconciliation Bill for 2025, known as the One Big Beautiful Bill Act (OBBBA), made the Tax Cuts and Jobs Act of 2017 tax rates and standard
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The One Big Beautiful Bill Act, signed into legislation on July 4, 2025 provides a significant amount of tax reform to many taxpayers, and potentially a fair
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The One Big Beautiful Bill Act, signed into law by President Trump on July 4, 2025, brings sweeping changes that present significant opportunities for taxpayers
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The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. The new legislation provides ample opportunities for tax payers and
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Sometimes people ask if we do estate planning. The answer is yes, but we don’t draft trusts or wills: we leave the legal documents to the lawyers. There is so
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