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Market Commetary
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 maximum...
Charitable Giving in Light of the OBBBA
The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and...
Getting Salty in Margaritaville: The Legal Battle Between Jimmy Buffett’s Widow and Trustee
When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real property, $15 million of...
Final Wishes: End of Life & Memorial Planning
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on...
Mental Health and Aging: How Apps Can Help
As the global population continues to age, mental health in older adults has become an increasingly important public health issue....
Pre-Vacation Estate Planning Checklist
Summer is the perfect time to take a break from your everyday routine to see new places and reset. But with travel comes the possibility...
Funding Your Revocable Trust
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets...
Have you Underestimated Long-Term Care Costs in Your Retirement Planning?
Although it is estimated that someone in America turning 65 today has almost a 70% chance of needing some type of long-term health care...
The Value of Financial Planning at Every Stage of Life
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re...
Why Banks May Reject Your Durable Power of Attorney
A durable power of attorney is a legal document that authorizes a named agent to manage the finances of a principal. It enables the agent...
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