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Helping You Better Understand Your Financial Needs & Investment Strategies
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects [...]
Tax Updates for 2026: Key Things to Know This Year
Thanks to the permanent changes made by the “One Big Beautiful Bill Act” (OBBBA) and the annual inflation adjustments from the IRS, the 2026 tax [...]
A Brief History of the Social Security COLA
Although to some of us it may seem as if Social Security has always been around, that isn’t the case. The Social Security Act was [...]
A How-To Guide to Your “my Social Security” Account
While the Social Security Administration will still mail you a statement once a year if you’re over the age of 60, they really encourage everyone to create [...]
How to Build a Meaningful Retirement Life Without a Work Schedule
One of the most underestimated challenges of retirement is not financial but personal. After decades of structured workdays, many retirees find themselves asking, “What now?” [...]
Your 2026 Social Security Cost-of-Living Adjustment: The Good News, The Bad News and What It Means for Your Retirement
Every October, over 70 million Americans eagerly wait for the Social Security Administration (SSA) to announce the Cost-of-Living Adjustment (COLA). This annual bump is designed [...]
5 Pillars of a Well-Constructed Retirement Plan
A well-planned retirement is not a single event, but a comprehensive strategy built on several interconnected pillars. As we look ahead for 2026 and the [...]
Give the Gift of Financial Planning This Holiday Season
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place [...]
