Every year around tax season, we hear a familiar reaction from clients:“I didn’t expect my tax bill to look like this.” Tax surprises don’t necessarily mean mistakes were made—they’re often...

As a new year begins, many people feel a strong urge to “get their finances in order.” We promise ourselves we’ll save more, spend less, invest better, and finally feel...

This winter, I’m coaching my son’s 5th-grade basketball team. If you’ve ever coached kids at that age, you know the drill: Somewhere between teaching spacing, preaching defense, and explaining (again)...

Pop culture might seem like just entertainment — movies, TikToks, trends, and celebrity headlines — but if you look closer, it’s also a mirror. It reflects how we think about...

When it comes to money, everyone seems to have advice. The problem? Not all of it is true — and some of it can even set you back financially. These...

Retirement planning isn’t just about saving enough — it’s about making sure the money you’ve worked so hard to build is set up to last through the years ahead. Markets...

When it comes to cooking, “set it and forget it” might work fine for a slow cooker. But when it comes to your retirement plan, that mindset can leave you...

If you’ve ever tended a garden, you know it’s not just about tossing some seeds in the dirt and hoping for the best. Gardening takes patience, planning, and a bit...

If you’re 65 or older, there’s a new tax benefit heading your way starting with the 2025 tax year—and it could make a meaningful dent in your tax bill. Tucked...

Changing jobs is exciting—but it often leaves you with a financial loose end: your old 401(k). It’s easy to forget about it or assume it’s fine where it is, but...