Dig Deeper

Tax corner

• Another year, another tax season
  Setting yourself up for success in 2025
• Top seven reasons your financial advisor needs to see your tax return
• We talk taxes even after April 15th
• Taxes impact everything

Investing in practice

• Shifting Sands
• Stock options and the powerful impact of leverage
• The eye-popping yields of I Bonds – what you need to know
• Putting recent market volatility into perspective
• Why is inflation rising and what does it mean for my investments?

Planning ahead

• Are you Thinking About Downsizing?
  Figuring out the Finances
• Are you Thinking About Downsizing?
  Homing in on a Retirement Community
• Are you Thinking About Downsizing?
  Consider Adding a Retirement Community to your Mix of Options
• Impact over impulse – make your charitable giving plan as tax-efficient as possible
• Maximize your giving power with QCDs

Staying up to date

• A young person’s guide to credit cards
• Are you talking to a scammer?
• It’s Cybersecurity Awareness Month—Here are some tips for staying safe
• Important legislation passed – SECURE Act 2.0