After You File: 7 Moves to Consider Before the Year Gets Away From You
Filing your taxes feels like the finish line. And in some ways it is. But for people who are serious about their financial picture, May is actually one of the most useful windows of the year. The numbers are fresh, the documents are in order, and you have a clearer view of where things stand than you will at almost any other point in the calendar.
2026 Key Financial Data: What’s Changed—and Why It Matters for Your Planning
Each year, updated IRS thresholds quietly influence many of the financial decisions families make, from taxes and retirement savings to gifting and legacy planning.
The 2026 updates don’t introduce major tax reform, but they do expand the importance of proactive, coordinated planning.
Quarterly Commentary: Second Quarter 2025
The second quarter of 2025 began amid continued geopolitical tensions, renewed angst about fiscal debt and deficits, and a sweeping new trade policy. On April 2nd, the Trump administration announced “Liberation Day” levying a blanket 10% tariff on all imported goods, as well as additional reciprocal tariffs on certain targeted countries. The sheer breadth and […]
Kayla Lucke
Kayla builds deep, personal connections with clients as a Financial Planner. She finds joy in learning about their lives and aspirations and crafting financial plans that feel more like a friendly collaboration. Her daily activities include detailed client discussions, staying abreast of changes in personal finance legislation, and researching to ensure the most accurate, effective […]
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Holiday Gifting
Happy Holidays! Help us celebrate by being generous. We’d love to give to a charity in your name this holiday season. Send A Charity This season, our team is always reminded of how incredibly blessed we are to work with such amazing clients. We are honored that you and your family have chosen to partner with […]
5 tips to start your financial spring cleaning
Spring is the perfect time to get a fresh start. While most of us think of spring cleaning for our house, it’s also an ideal time to apply the same tradition to organizing our finances. Here are a few ways to help you take charge of your financial records.