How Should I Use My Year-End Bonus? The best decision depends on your financial circumstances, goals, and priorities. Let’s explore the pros and cons of various approaches to using your year-end bonus.

Is End of Year the Ideal Time to Review My Investment Portfolio? End of the year is a great time, but especially as markets hit new highs!

What are the Top Five Year-End Planning Moves I Should Consider? Implementing certain financial moves before the year ends can potentially save you money, optimize your taxes, and set a solid foundation for the future.

How Do I Maximize the Tax Benefits of My Charitable Contributions? The One Big Beautiful Bill Act has fundamentally altered the charitable giving landscape, with significant changes taking effect in 2026. Understanding these changes and acting strategically in 2025 can help you preserve maximum tax benefits while maintaining or even increasing your philanthropic impact.

Is a Donor Advised Fund Right for Me? As we approach #GivingTuesday consider if a donor advised fund helps you build a more generous world.

When Is It Time for Long-term Care? Your answers to these questions may help you determine the most appropriate course of action to take for your loved one!