Tax-Efficient Charitable Giving Strategies for 2026
The latest tax changes in the One Big Beautiful Bill Act (OBBBA), passed in July 2025, contain a fair amount of good news for those interested in saving on taxes. But, as with almost anything related to the federal government, there’s a little less-good news in the mix, also. Let’s take a look at some […]
Financial Planning for the Newly Single: Divorce, Separation, and Moving Forward
Few life events can be more grueling than separation and divorce. Emotionally, socially, legally, and financially, it is hard for everyone involved, no matter who initiated the process. Divorce can be especially tough on women. Especially for those who have been married 20 years or longer—participants in what is often called “gray divorce”—the financial implications […]
Roth Conversions and Your Tax Bracket: When Does It Make Sense?
The joke works best in person, but maybe you’ve heard it: One guy says to another, “What’s the key to great comedy?” And while the second guy is opening his mouth to say, “I don’t know,” the first guy interrupts with “Timing!” It is a fact that timing is important in many aspects of life. […]
