The One Big Beautiful Bill Act raises the estate and gift tax exclusion to $15 million, which may affect estate planning strategies for high-net-worth families.

Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.

Understand how 1099-K forms impact your income and tax reporting. Learn tips to stay organized and avoid surprises during tax season next year and beyond.

Discover how the One Big Beautiful Bill Act changes key tax rules for individuals, businesses, and estates—and why a financial plan review may be timely.

Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.

If you’re in the 37% bracket, OBBBA could increase your tax bill in 2026. Learn what’s changing and how to plan ahead with your financial advisor.

The summer season offers a great chance to revisit your finances with a fresh perspective.

A financial advisor is committed to helping bring clarity and expertise to the often complex process of estate planning for widows and widowers.

Learn how the new Senior Bonus Deduction affects Social Security taxes—and what high-income retirees should know about eligibility, MAGI limits, and planning.

Cut summer energy costs without sacrificing comfort. Use these cost-effective tips to protect your wallet—and your financial goals—during the hottest months.

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Divorce brings financial, tax, and legal complexity. A financial advisor can help you deal with asset division, retirement planning, and post-divorce goals.