Newsletters

Friday, 10/31/2025

Taxes: - The 2025 year-end tax planning season opens; - OBBBA year-end tax considerations. Retirement: - Roth IRA conversions after OBBBA

Monday, 10/06/2025

Financial Planning: In search of “The American Dream” & A short story about the long term Retirement Planning: Tax facts for retirees Estate Planning: Alzheimer’s and testamentary capacity

Tuesday, 09/02/2025

Wealth management - The “new math” in estate planning. Attention to detail. Financial planning - To be a responsible adult.

Tuesday, 08/05/2025

Wealth management - Estate planning without taxes, Intro to trusts, New tax rules. Tax currents - National Whistle blower Appreciation Day, Taxable settlements.

Thursday, 07/10/2025

Wealth management - Estate planning for personal property, tricky situations, and 1,000 new millionaires every day. Philanthropy - Charitable giving grew smartly last year.

Tuesday, 06/03/2025

Retirement - Financial management for single seniors - Will and won’t of the living trust Taxes - Notes on the “One Big Beautiful Bill Act” Trusteeship - A trustee removal story