January 15, 2025

5 Essential Steps to Take in the Aftermath of a House Fire

Wildfires have a way of leaving devastation in their wake, and the recent Eaton and Palisades fires are a heartbreaking reminder of just how quickly life […]
December 20, 2024

Key Strategies for Navigating the Net Investment Income Tax (NIIT)

The Net Investment Income Tax (NIIT) is an often-overlooked tax that can surprise high-income earners who aren’t ready for it. Implemented in 2013 as part of […]
December 18, 2024

7 Achievable Resolutions to Transform Your Financial Life in 2025

Setting financial resolutions for the new year is more than just a symbolic fresh start—it’s an opportunity to design a clear, actionable roadmap for lasting financial […]
November 26, 2024

How to Set Healthy Financial Boundaries at the Holidays (And All Year Long)

The holiday season often comes with a whirlwind of emotions—joy, excitement, and yes, a fair share of stress, especially when managing financial expectations. From extravagant gift […]
November 15, 2024

8 Year-End Tax Planning Strategies to Reduce Your 2024 Tax Bill

As we approach the end of the year, now is the perfect time to focus on proactive tax planning to reduce your 2024 tax bill. Taking […]
October 30, 2024

8 Key Questions to Ask Yourself Before Refinancing Your Mortgage

With the Federal Reserve recently lowering interest rates for the first time since March 2020, and more cuts potentially on the horizon, many homeowners are wondering, […]
October 24, 2024

How Often Should You Update Your Estate Plan?

In this blog post, we’ll delve into how often you should review and update your estate plan, the life events that trigger the need for revisions, […]
October 1, 2024

Estate Planning for Blended Families: Considerations and Strategies

Blended families—those that include children from previous marriages or relationships—bring joy, new connections, and a unique family dynamic. However, they also come with distinct estate planning […]
September 17, 2024

A Tax-Smart Guide to Investing in Sustainable Home Improvements

Investing in sustainable home improvements isn’t just an eco-friendly choice—it can also be a savvy financial strategy, thanks to a variety of tax incentives designed to […]