Tax Opportunities in the One Big Beautiful Bill Act
The One Big Beautiful Bill Act has generated a great deal of controversy and confusion. Separate from the political debate, the law contains tax-planning provisions that may create meaningful opportunities for seniors, retirees, working older adults, business owners and families building long-term wealth.
Our attached guide highlights the provisions we believe deserve the closest attention, including the temporary senior deduction, Roth-conversion timing, the expanded state-and-local-tax deduction window, qualified charitable distributions, HSA expansion, post-retirement business deductions, estate and gift planning, and new family legacy accounts. It also identifies the provisions scheduled to expire so that planning decisions can be made before those windows close.
Lost Legacy: Wealth Unclaimed
Your goal has been to create wealth, grow wealth, protect and preserve that wealth, and then transfer that wealth to the next generation. An estate can contain substantial wealth and still leave heirs searching in the dark. The legal right to inherit does not automatically tell the family what exists, where it is held, or how an authorized fiduciary can begin the access process. Failing to document and track all assets with instructions for access leaves billions of dollars unclaimed and unable to impact the lives of those you care about most.
Federal Reserve Influence and Influencers
It’s October 1987 , The Western New York air is crisp, and the colors of Fall are everywhere. I was an excited young lady with a freshly minted New York State insurance license beginning my career with The Prudential Life Insurance Company. Little did I know that just 14 days later the financial world I had entered would be turned upside down when the largest one-day value drop in history would take place on Monday October 19, 1987. The Choice ... run or stay in this crazy career. I chose to stay, learn, and serve. The attached guide “Federal Reserve Influence and Influencers“ details the five Federal Reserve Chairs that guided the economy over this 39 year period and what each one left as lessons to guide us through future market decisions.
Freedom Haulers
A fact-checked public briefing on the federal campaign, immigrant-driver enforcement, trucking safety, supply-chain effects, veteran eligibility and career economics.
Preparing for a Satisfying Retirement
Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help prep for a comfortable retirement.
Women & Investing: A Financial Guidebook for Women
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.
4 Financial Strategies for Physicians
Physicians are investors who face unique challenges and have particular needs. This e-book discusses how to help you grow your wealth, protect your assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes.
Retirement Questions for Educators
As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a comfortable retirement.