Your Will May Not Control Where All Your Money Goes Why old beneficiary forms deserve as much attention as your estate documents WEEKLY BLOG 08/17/26 – 08/21/26   ­ You finally get the estate documents done. ­ You meet with the attorney. You sign the will. Maybe you create a trust. Everything goes into a...Read More

A Good Investment Year Can Still Create a Bad Tax Surprise Why portfolio returns and after-tax results are not the same thing WEEKLY BLOG 08/10/26 – 08/14/26 ­­ A rising portfolio feels like good news. ­­ Your investments are worth more. The strategy appears to be working. The statement looks better than it did at...Read More

Your Cash Is Earning More. So Is the IRS. Why the headline yield does not tell the full story WEEKLY BLOG 08/03/26 – 08/07/26   ­ Cash is finally paying people again. ­ After years of earning almost nothing in savings accounts, money market funds, and CDs, seeing a meaningful yield feels like a win....Read More