by Shauna Newton | Jan 5, 2026 | Retirement Planning
Author: Davis Finke, CFA One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a tax-advantaged retirement account funded with money you’ve already paid taxes on. While you don’t get a...
by Shauna Newton | Sep 30, 2025 | Market Commentary
Davis Finke, CFA The Federal Reserve cut interest rates in September for the first time since December 2024, lowering the federal funds rate from 4.25%–4.50% to 4.00%–4.25%. This decision marks a notable shift in policy as the Fed balances its dual mandate: promoting...
by Shauna Newton | Sep 30, 2025 | Charitable Giving
Author: Meg Bergner, JD, CFP® The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and overall tax planning. While many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire...
by Shauna Newton | Sep 30, 2025 | Estate Planning, Giving
Author: Tiffany Wingo, JD When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real property, $15 million of equity in Strange Bird Inc., which held Buffett’s interests in various planes, $2 million in musical...
by Shauna Newton | Jul 30, 2025 | Estate Planning
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on deeply held religious beliefs, cultural traditions, and family values. Yet, despite its importance, it is too often postponed...
