Discover how the One Big Beautiful Bill Act changes taxes in 2025, including new deductions for tips and Seniors, an increase to the standard deduction, and more.
Latest Insights Article
Federal Reserve Update: Rates Remain Unchanged
The Federal Reserve has spoken: interest rates remain unchanged (for now). Here’s what it means for investors.
Real Estate Roundup: Feeling the Impact of Higher Rates
Here are some factors affecting the U.S. commercial real estate market and the residential side of the market, as well as the broader economy.
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, with funds provided by the U.S. Department of Energy. Here’s what you need to know.
Is Downsizing Your Home the Right Move?
As you near retirement, you need to consider how your cash flow will change. Where you want to live is one of the most consequential decisions you may make. Should you age in place or downsize?
Mea Culpa!
Think retirement is boring? Think again. Here’s what I learned after spending one week in Florida (and how it may impact my advice going forward).
IRS Delays RMD Clarity for Inherited Retirement Accounts (Again)
Retirement plans usually require that minimum distributions be taken each year after a certain age. This includes Inherited IRAs, but these laws keep changing. Now, the IRS has again delayed a decision around this timeline. Here’s what you need to know if you are the beneficiary of an Inherited IRA.
Should You Buy or Lease Your Next Car?
Thinking of getting a new car? There are so many decisions to make about the make, model and your favorite options. An important financial consideration is whether to buy or lease your next car. Let’s explore the pros and cons.
Managing Money
When individuals mention the person who “manages my money,” they are often referring to the person who handles their investments. But the action of managing money goes far beyond investing. Here’s what you should know.
Celebrating a Market Anniversary: The Day the Dow Hit 10,000
It was 25 years ago today, March 29th, 1999, that the Dow Jones Industrial Average (DJIA) topped the 10,000 mark for the first time. It was a monumental moment for the stock market. And now, with the Dow Industrials approaching 40,000, it’s a good time to look back at what happened then, what has happened since, and what it all means.
Retirement Plan Contribution Deadlines
As the tax filing deadline approaches, it is important to understand the deadlines for retirement plan contributions. Depending on your retirement plan type, the contribution deadline may differ.
March Isn’t Just About Shamrocks!
It’s true – St. Patrick’s Day is probably the most popular holiday in March. But did you know about St. Joseph’s Day? In fact, there are dozens of holidays and observances in March that you may never have heard of!
Navigating Tax Payments in Retirement: Estimated Taxes and Alternatives
Retirement changes your income – and your tax obligations. But retirement won’t eliminate your tax obligations. Learn who needs to make estimated tax payments in retirement, and some tips for avoiding it.