by Guest | Jan 30, 2026 | Financial Life Plan
Changing societal norms in relationships, who earns the money and how they are valued can have a profound impact on a marriage/partnership. While modern times find most partners both working, the long-held belief that a man should be a family’s main breadwinner still...
by Guest | Jan 23, 2026 | Taxes
The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income...
by Guest | Jan 16, 2026 | Health Care
When you picture your retirement years, you likely imagine relaxed mornings, travel, time with family, and financial security. But behind every retirement dream is a major expense many people underestimate: health care. Click here for the full article...
by Guest | Jan 6, 2026 | Investing long-term
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 2026. On paper, it was a great year for investors. Looking back on 2025, it may be easy to forget just how challenging it felt at times. Click here...
by Guest | Jan 2, 2026 | Charitable Contributions
Donor-advised funds are increasingly popular, but many donors struggle with how to deploy their balances effectively. This guide, from Schwab’s DAFgiving360, helps you clarify your giving priorities and select charities in a way that brings focus, confidence, and...