Scam Alert: Fake Social Security Admin Emails
Your financial well-being depends on fraud prevention and smart planning As your financial advisor, safeguarding your personal and financial information is paramount. The Social Security Administration's Office of the Inspector General (SSA OIG) has issued [...]
Postage Stamps, Inflation & An Investor’s Dilemma
Inflation is a structural force that affects how we spend, save, and invest In July 2025, the cost of mailing a letter in the United States went up – again. The United States Postal Service [...]
Unpacking How the Tax Landscape is Changing
Enjoy current tax advantages, but prepare for a future that might be different The U.S. tax landscape is shifting in ways that carry real implications for investors and households alike. Congress’s passage of the One [...]
Five Key Impacts of the One Big Beautiful Bill Act
Changes for equity investors and potential actions to consider in response On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act” (OBBBA), a sweeping [...]
Plan for America’s Growing National Debt Crisis
The United States is on an unsustainable fiscal trajectory. As of mid-2025, the national debt has surged past $36 trillion, representing over 120% of the country’s gross domestic product (GDP). The interest payments alone are [...]
The SALT Tax: History, Debate & Financial Impact
Proper planning can help mitigate the cap and optimize overall tax efficiency. As a financial advisor, one of the more frequently misunderstood aspects of tax planning is the “SALT” deduction – short for State [...]
Planning for a Longer Retirement is a Must-Do
Conduct a Thorough Longevity Risk Assessment Using Modern Planning Tools. Perhaps the most daunting challenge facing today’s retirees is longevity risk – the possibility that retirement savings will be depleted while the retiree is [...]
Living Your Retirement Life
Retirement Readiness: Flexibility, Resilience, and Risk Protection. Today’s retirees face a retirement landscape that looks markedly different from previous generations. Longer lifespans, fluctuating markets, rising healthcare costs, and evolving lifestyle expectations have introduced new [...]