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Welcome to Pearls of Wisdom! Each month we'll be posting new pieces on topics that matter to you. Check out the latest below!

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

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Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Tuesday, January 16, 2024

Now is the time to understand how the sunsetting of the TCJA in 2025 may impact your financial strategy. There’s a mixed bag of changes on the horizon – some considered favorable, others perhaps less so. 🙌...

Tuesday, January 16, 2024

Will you have 10 times your current salary saved by the time you retire? That’s how much a 2023 study by Fidelity says you’ll need to retire and maintain your current lifestyle, assuming you retire at 67. How do you know if...

Tuesday, January 16, 2024

How will your taxes and estate strategy be impacted when the Tax Cuts and Jobs Act (TCJA) sunsets at the end of this year? 🧐 If you don’t know, you may want to start familiarizing yourself with the potential changes to...

Tuesday, January 16, 2024

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and...

Thursday, January 11, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Tuesday, January 9, 2024

The Federal Reserve has decided to keep its key interest rate unchanged and foresees three rate cuts in 2024.

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Friday, December 8, 2023

Financial Tip Friday: If you are over 70½, you may want to start thinking about making charitable donations from your traditional IRA and have them count toward your requiredminimum distribution (RMD). This is called a qualified...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Wednesday, November 29, 2023

Open Enrollment for Medicare is October 15 through December 7. My father passed away in July of 2022 at the age of 86.  He didn’t know much about health insurance except for the fact that between Medicare and his retiree...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...