Estate Planning
The ball has dropped, the champagne is flat, and the “New Year, New Me” energy is at its highest ebb. Usually, that means resolutions that require some degree of grit before the habit forms, such as drinking more water or doing that resistance-training workout, may have already been broken. But what if I gave you the…
It’s that time of year. Leaves are falling, the air is cooling, and darkness is encroaching ever closer. But it’s also a time when families come together to celebrate. A time for warmth, laughter, and reconnecting with loved ones near and far. It is also one of the few times we gather with our extended…
October is best known for Halloween. But to me, the scariest thing about the month is how many people head into the fall and winter months without a well-thought-out estate plan. Perhaps that’s why, in addition to Halloween, October also marks National Estate Planning Month. Whether you’re in your 30s or your 70s, estate planning…
With the passage of the One Big Beautiful Bill Act, clients are asking us almost daily how it will affect their wallets and the care they will need in the future. Like most pieces of large legislation, there is good and bad, winners and losers. Without commentary on the law’s merits or its effect on…
It’s May! It’s May! Famed lyricist Alan Jay Lerner called the month a gorgeous holiday. Growing up in the Midwest, May has always been my favorite time of the year. The temperatures warm. Pools Open. April showers give way to May flowers. Snarky and political social media posts yield to celebrations of graduations and proms,…
The Social Security Administration (SSA) is increasingly prioritizing online services, making a my Social Security account a vital tool for accessing and managing your benefits. While the new rules were recently delayed until April 14th, 2025 after an outcry from the AARP and other stakeholders, seniors should still prepare for the new rules to take…
