Newsletters

• Understanding the “No Tax on Tips” Deduction

  In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

• Locked Out? How to Break Into Today’s Housing Market

  Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

• HOT TOPIC: Geopolitics and the U.S. Financial Markets

  This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

• Beneficiary Designations: Who Gets the Money?

  It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.