Insights

September 5, 2025

The “Alts” are Everywhere!

If I only had a nickel for each alternative investment solicitor phone call I get, I’d be rich!

August 6, 2025

OBBBA Notice #2 – Taxation of Social Security Income

The new deductions do not, I repeat, do not directly offset Social Security income (SSI).

July 24, 2025

Unpacking the OBBBA – Changes to Standard Deductions

You’ll want to know about these changes, especially those impacting 2025 tax planning.

July 17, 2025

Why “Own Occupation” Disability Insurance Is Non-Negotiable for Physicians

A large portion of our client base is made up of physicians, and we love that! Doctors have many of the same planning needs that most of our non-physician clients have, from estate planning, to budgeting, retirement planning, and more.

July 7, 2025

OBBB Passed by Congress and Signed by President

President Trump signs new tax and spending bill into law.

July 3, 2025

Market Review - 2nd Quarter 2025

Q2 2025 Performance and Timeline of Events