June 25, 2026
A few years ago, I was living in Buffalo, New York, and managing a rental […]
May 29, 2026
One question I can almost always predict when a parent has a child with a […]
April 30, 2026
Tax returns for 2025 saw many of our clients itemizing their deductions again. Let’s take […]
January 31, 2026
My husband and I are DINKs. It sounds like a schoolyard insult, but it fits […]
December 20, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
November 18, 2025
With the end of 2025 fast approaching, you might want to check your financial to-do […]
August 27, 2025
Many people approaching retirement think their tax bill will naturally go down once they stop […]
August 15, 2025
We recently completed our annual Bragg Bootcamp, a popular two-day introduction to financial planning for […]
Trump Accounts: A New Vehicle for Long-Term Savings