Insights
Trump 2.0 and your money
Policy ideas from the incoming Trump administration could impact your financial life in myriad ways. We look at what potential changes could be in store plus how Trump’s second term is shaping up to be different from his first.
December 2024 Market Update
The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be on deregulation and tax cuts. Several of the provisions of the Tax Cuts and Jobs Act of 2017 were set to expire in 2025, and those may get a reprieve.
Annual Financial Checklist
Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.
You inherited money—now what?
We frequently meet with people who recently received an inheritance and don’t know what the next steps are. With large sums of money, the stakes are higher when it comes to taxes, investments, and overall money management.
Medicare, explained
For anyone under 65, Medicare can feel like a vague talking point that comes up during election cycles. When you go beyond the headlines and politics, however, Medicare is a critical part of retirement planning. Remember: Healthcare is one of the biggest and most unpredictable costs in retirement. With that in mind, understanding Medicare and the different (evolving) options that come with it can help you better plan for the future.
Health insurance when you retire early
When we talk to clients considering early retirement, the first question they ask is almost always: Can I afford to do this and what does it look like? The second question tends to be: What will I do for health insurance? Thinking about coverage options outside of work and government benefits requires a bit of a mindset shift. Lets dive into options.
How contingent fee attorneys can lower their taxes
Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however, these attorneys become victims…of the progressive tax system.
