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The Inheritance Trap
The Inheritance Trap: How Catholic Families Are Thinking About Wealth the Wrong WayThere's a conversation I have with Catholic families more often than I'd like to admit. It usually starts with estate planning: wills, trusts, legacy,...
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2.8 Percent Increase in 2026 for SSI and SSDI Recipients
A slight raise in benefits payments is coming in 2026 for Americans who rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI).
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What is Better than Budgeting?
In the modern financial world we live in, with inflation, tariffs, the financialization of burritos (Looking at you, Klarna), etc., a concern I hear a lot is about budgeting. Budgeting can be great, and is certainly a great first step....
Read More5 Reasons to Get a Second Opinion on Your Financial Plan
When it comes to your finances, it’s super important to get things right. Your financial plan affects everything from your daily comfort to your long-term goals and dreams. That’s why getting a second opinion can be a game-changer....
Read MoreQuestion of the Month: What is the Deal with Tariffs?
So what is the deal with tariffs? If you haven't been living under the proverbial rock, you have probably heard more about tariffs in the last couple of months than you did in the previous couple of decades. So what are tariffs, how do...
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Election Update: What's Next for Taxes?
Tax Reform on the Horizon: What You Need to Know Dear Friends and Clients, As we look ahead to 2025, there’s growing talk about the future of tax reform—and more specifically, the potential extension of provisions from the Tax Cuts &...
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Bull Market Leaving Some Behind
Market timing is exhausting. And sometimes, it can be expensive. When you time the markets, you have to be right twice – first when getting out and second when getting back in.In the accompanying chart, you can see individual...
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“Better” Is the Best Word on Wall Street
The stock market tends to be a leading indicator of where the economy is going. Stock prices of individual companies are theoretically priced based on projected current as well as future earnings reports, as well as current and...
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