We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
At first glance, 2026 capital gains rules feel unchanged—but that familiarity can be misleading. Long-term gains still benefit from preferential tax rates of 0%, 15%, or 20%, while short-term gains are taxed at higher ordinary income rates. The 3.8% Net Investment Income Tax (NIIT) continues to apply for higher earners.
Understanding the SECURE Act and what it means for your beneficiaries The SECURE Act of 2019 significantly changed how inherited IRAs must be distributed, particularly for non-spouse beneficiaries. While the IRS did not finalize regulations until 2024, these updates now provide long-awaited clarity around required minimum distributions (RMDs) and the…
What every parent and grandparent should know about protecting their legacy The arrival of a child or grandchild is one of life’s most meaningful milestones. Along with the joy, it introduces a new level of responsibility—especially when it comes to safeguarding your family’s financial future. Moments like these naturally bring…
Why AI proficiency is becoming essential in today’s workplace In today’s rapidly evolving business environment, artificial intelligence (AI) is no longer a future concept—it’s a present-day competitive advantage. Organizations are leveraging AI to enhance customer experience, streamline operations, and make more informed financial decisions. In fact, studies show that 70%…
Reframing Time Away as a Strategic Life Decision For many women, career breaks aren’t a matter of “if,” but “when.” Whether stepping away to raise children, care for aging parents, or simply recalibrate priorities, these pauses are often deeply intentional. Yet, while the personal value is undeniable, the financial ripple…