Many thanks to the amazing clients who participated in this year's event! ...
Tax Reform 2025: What the OBBBA Means for Individuals, Estates, and Businesses
Washington has unveiled what might be the most sweeping tax legislation in decades: the One Big...
The Power of Purpose in Retirement
If you’re lucky, summer has been a chance to unwind, catch up on beach reads and spend quality...
Will I Have to Pay Tax on the Sale of My Investment?
Whether or not you’ll owe taxes when selling an investment depends on several factors, like where...
Quick Take: A Note on the New Tax and Policy Bill
Congress recently passed a sweeping tax and spending policy bill with lots of long-term...
Q2 2025: Teflon Markets
Trade-war tensions gripped the globe in Q2 2025, yet markets shrugged them off, correctly wagering...
Homeowners Insurance Rates Are Rising. What Does That Mean for You?
You’ve probably noticed that insurance premiums are on the rise. And fast. While auto insurance...
Timeless Wisdom from Warren Buffett
In May, legendary investor Warren Buffett announced he will retire as CEO of Berkshire Hathaway at...
If I Retire Early, Should I Buy Health Insurance Through the Health Insurance Marketplace?
Not Sure How to Cover Health Insurance If You Retire Early? This easy-to-follow flowchart walks...
Quick Take: What to Do With a 529 Balance
Watching your child earn a college diploma is a proud moment for any parent. It also marks another...
Client Question: Should I Be Using a Health Savings Account?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays...
Should I Consider a Trust?
Trusts aren’t just for the ultra-wealthy or the ultra-complicated. In fact, if you’ve got kids, a...
The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking?
Scroll through your social media feed after a major move in the market, and you’ll see a flood of...
Should I Pay Off My Mortgage?
Paying off your mortgage might sound like a dream, but is it the right move for your financial...
Q1 2025: Trade Talk
During the first quarter of 2025, initial optimism in global markets was swiftly reversed as the...
Credit Freeze Quick Take
Instant online access has become our default setting. With a few taps on a screen, we can book a...
Investing for Kids: How to Give the Next Generation a Financial Head Start
The earlier you start investing, the better. You’ve heard this advice before, and hopefully it’s...
How Must I Take Distributions from the Traditional IRA I Inherited?
If you’ve inherited a Traditional IRA, knowing the right distribution rules can help you avoid...
Market Disruptions and Your Investments: How to Stay on Track
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s...
What Documents Do I Need to Collect for Filing my 2024 Tax Return?
Filing your taxes is never fun. Whether working with a tax professional or doing it on your own,...
Why the Smartest Money Moves Often Feel Wrong
There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of...
2024 Tax Updates: Key Changes & What’s Coming in 2025
Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With...
Investment Performance: Are You Comparing the Right Way?
Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor,...
Important Numbers for 2025
What are some of the numbers we need to keep in mind when we start a new year? Here are just a...





























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


