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...
by Guest | Dec 30, 2025 | Taxes
Like the tip of an iceberg, expense ratios reveal only the easily visible costs of investing in a mutual fund or ETF. Beneath the surface are hidden costs that can potentially play an even larger role in eroding returns. For taxable investors, one of the most...
