Blog and Resources
Financial news you don't want to miss.
Divorce Law Is a Discipline. So Is Divorce Financial Planning.
February 18, 2026Andrew Samalin’s recent article in InvestmentNews argued that divorce should not be treated as a “loss leader,” but as a...
Geopolitics and the U.S. Financial Markets
February 03, 2026International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezu...
Paper Tax Refund Checks Being Phased Out by the IRS
February 02, 2026As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the ...
530A (Trump) Accounts: What Parents Need to Know
January 15, 2026In December 2025, the U.S. Department of the Treasury and the Internal Revenue Service released Notice 2025-68, offering...
Q1 2026 Newsletter
January 06, 2026From strategies to increase investment income to timely reminders about tax season risks, our Q1 2026 newsletter focuses...
AI Expectations Underpin the Economic Outlook for 2026
January 05, 2026At their December meeting, Federal Reserve officials estimated that the U.S. economy grew 1.7% in 2025, a year plagued b...
Rising College Costs: 2025-2026 Trends and Financial Aid Updates
November 26, 2025The 2025-2026 academic year brings significant changes in the landscape of college costs, making it crucial for students...
Protect Yourself from Common Holiday Scams This Season
November 18, 2025The holiday season is synonymous with joy, celebration, and generosity. Unfortunately, it's also a time when scammers ra...
Understanding the New No Tax on Tips Deduction for 2025-2028
October 30, 2025What is the 'No Tax on Tips' Deduction? The One Big Beautiful Bill Act, enacted in July 2025, introduced a groundbreakin...
Mandatory Roth Catch-Up Contributions: What You Need to Know
October 30, 2025Overview of SECURE 2.0 Act and Roth Catch-Up Contributions The SECURE 2.0 Act, enacted in 2022, introduced significant c...