Input your email to stay up to date on our family office commentary!
2026 End of Year Tax Planning Tips
The leaves are changing, and some big box stores have already skipped Halloween for their holiday displays. There is still time to review your tax strategy and avoid surprises, particularly…
Living in Retirement: Managing Long-Term Wealth & Longevity
Overview Accumulating wealth during your working years is only half the battle. As you transition into retirement, your financial priorities and planning considerations often change significantly. Once retired, the focus…
Can I Afford To Retire?
“Can I afford to retire?” sounds like a question that should have a clean mathematical answer. Sometimes it does, but often it does not. The numbers matter. Your investment balances,…
Investment Strategies: Choosing the Right Engine to Stay Retirement Ready
In our previous sessions, we explored the changing landscape of long-term savings and the specific accounts from 401(k)s and IRAs to taxable brokerage accounts designed to hold your capital. But once the…
A DOLLAR FOR YOUR THOUGHTS
In May of last year, I wrote a piece for this newsletter titled The Dollar Dilemma, in which I detailed how American investors were increasing their holdings of global assets and non-US…
Estimated Tax Payments: Answering the What, Why, When, Where and How
Estimated Tax Payments: Answering the What, Why, When, Where and How As Benjamin Franklin famously observed, taxes are one of life’s few certainties. Even our inevitable demise does not…
Understanding Retirement Accounts: Your First Step Toward Financial Security
The retirement savings landscape has changed, and for many Americans, the greatest barrier isn’t a lack of desire to save but uncertainty about where to begin. Faced with unfamiliar terms like 401(k), IRA,…
A Follow-up Analysis to “How Might Taxes Be Changing”
Since the original article was released (link to original article), the One Big Beautiful Bill Act has passed, and Title XI is now law. This follow-up analysis provides a concise update on how the…
How Might Taxes Be Changing
On May 21st, 2025, the “One Big Beautiful Bill Act” was reported to the House of Representatives for consideration and debated well into the morning hours of May 22nd. After…
Your Return Was Extended, Now What?
Tax Day has come and gone, and your tax preparer filed an extension for your return. This additional time allows for a more thorough and accurate filing, helping ensure that…