Insights

 

3 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional considerations, there’s a financial side that deserves careful thought, especially as private equity is creating a shifting landscape.

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Couple explores a 15 or 30 year mortgage option

3 min read

15 vs. 30-Year Mortgage: A Comparison for Gen X Home Buyers

For many Gen X homebuyers, choosing between a 15-year and 30-year mortgage isn’t just about...

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personalized retirement planning

3 min read

Beyond the Headlines: Personalized Retirement Planning

Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal...

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friend comforting grieving friend who is navigating a loss of a loved one

5 min read

How to Comfort Someone Grieving a Loss: What to Say, and What to Avoid Saying

Talking about death and loss is one of the hardest conversations to have. It’s uncomfortable! Many...

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OBBBA Tax Law, roth conversions, retirement tax planning, SALT deduction, IRMAA, senior deduction

3 min read

Roth Conversions are More Complicated and More Important After OBBBA

The new “One Big Beautiful Bill Act” (OBBBA) has been making headlines for its sweeping tax law...

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role of insurance in financial plan

5 min read

How Insurance Strengthens Your Financial Plan

Why Insurance Deserves a Seat at the Planning Table

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5 min read

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

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Coffee shop patron giving a tip in a jar. Employee smiling.

3 min read

What the 2025 “Big Beautiful Bill” Tax Law Changes Mean for You

Congress has finally settled the “What happens after 2025?” tax debate by passing the “Big...

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