Our Thoughts
Tom’s 2025 Q3 Economic Report
Please Note: This article contains several acronyms and technical terms. Please refer to the glossary at the end for definitions, or contact a member of our team for further clarification. In our
The Gift of Education: How Grandparents Can Help Fund College
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we
Boost Your Retirement: Why Most Should Delay Social Security
One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending
Smart Charitable Giving for Every Family
Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.
Navigating the Annual Gift Limit: What You Need To Know
Many families we work with inquire about the annual gift limit, how it operates, and the implications of exceeding it. This is a common and important question, and sometimes the
Estate Planning Basics for Retirees
Estate planning isn’t just for the ultra-wealthy. It’s about keeping control, minimizing hassle, and making things easier for your loved ones. The goal of this post is to help you