Why working with a financial advisor is about more than just money.
Creating an irrevocable trust can feel daunting.
Over the past few years, I’ve noticed a growing number of conversations—both professionally and personally—around the idea of living abroad. Clients are asking about it. Friends and family are exploring it. You might be, too.
A new feature of the One Big Beautiful Bill Act.
Key tax changes for 2025 and beyond.
What the OBBBA could mean for your healthcare and retirement planning.
A favorite part of my job is talking with newly retired clients about the travel dreams they have been planning and saving for.
“Sign up today and enjoy 50,000 bonus points on us!” “Earn 1% cash back on your everyday purchases and 5% back on dining!” “What’s in your wallet?” If you’ve turned on your television or received junk mail in the past ten years, you’ve likely heard or seen at least one of these catchphrases amid the bombardment of credit card advertisements vying for a coveted spot in your wallet or purse. It can be tough to make sense of it all, but strategically choosing the right cards can unlock thousands of dollars in value, especially when it comes to travel. So, let’s break down some of the biggest advantages of using travel rewards cards over the traditional cash back alternatives.
The destination has been determined and the plans have been made. Passports are in hand, the hotel is booked, the flights purchased, and the bags are out and are ready to be packed. You have carefully thought about and planned for every detail of this trip, and you are ready to go.
During 2025, an estimated 69 million Americans will receive about $1.6 trillion in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,975.[1]
