Planning Commentary
April 30, 2026
Tax returns for 2025 saw many of our clients itemizing their deductions again. Let’s take […]
February 25, 2026
When individuals approach retirement, the conversation often begins with numbers: how much they’ve saved, what […]
January 31, 2026
My husband and I are DINKs. It sounds like a schoolyard insult, but it fits […]
January 29, 2026
Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
January 6, 2026
From time to time, the solvency of Social Security makes its way back into the […]
December 20, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
December 19, 2025
Passed in July 2025, the One Big Beautiful Bill Act (OBBBA) is a sweeping tax […]
November 18, 2025
With the end of 2025 fast approaching, you might want to check your financial to-do […]
Avoiding Costly 529 Distribution Mistakes