Blog
Taking Stock of Your Financial Wellness
In the spirit of Financial Literacy Month, it is helpful to understand your financial knowledge and where there might be gaps. It is also helpful to understand what you can control, so we have a couple of simple tools to help you.
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10 Things You Should Know About Stock Splits
Do you own stock shares that split and aren't quite sure what that means? Here's an article that helps explain it, but please feel free to give us a call if you ever have any questions.
Read MoreNew Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Individual Retirement Accounts (IRAs) IRA contribution limits are up...
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What is a "K-Shaped Economy" and Why It Matters
What Is a “K-Shaped Economy”? And Why It Matters for Your Financial Plan A K-shaped economy reminds us that not all recoveries are equal — but careful planning can help keep you on the trajectory you want.
Read MoreMarket Pullbacks
You may have noticed increased volatility in the markets over the last week. We want to take a moment to share what’s driving the recent downturn and how it fits into the bigger picture. What’s behind the pullback: Economic data has...
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Holiday Spending
You’ve probably had several people ask you, “How will you be spending this holiday season?” As your financial professionals, our emphasis on the “spending” means something different. Have you started your holiday preparations? Only 24...
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2026 Federal Tax Updates Announced
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...
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Medicare Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment beginning soon, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added doctors?
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Autumn Planning Tip: RMDs
When it comes to retirement planning, one of the most important rules to understand is the Required Minimum Distribution (RMD). We've answered some frequently asked questions about RMDs to help with the overall retirement planning picture.
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Government Shutdown 2025: What Does It Mean?
What happens during a government shutdown, and how might this affect you?
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