I wanted to share an important update that could impact how you pay taxes or receive refunds. On March 25, 2025, a federal executive order was signed that requires government agencies, like the IRS and Social Security Administration, to stop using and accepting paper checks for disbursements and payments by September 30, 2025. What this means […]
Taxes & Refunds Update Read More »
July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. Before we get started, we hope you’ll check out some of our more recent, detailed insights. We’ve had a lot of questions around why it’s important to develop financial plans that incorporate
July Economic Developments Read More »
For nearly nine decades, Social Security has served as a cornerstone of American retirement security. However, as demographic shifts reshape our society, questions about the program’s long-term viability have become increasingly prominent. While Social Security remains a vital component of retirement income, it represents just one element of comprehensive financial planning. Given today’s economic and
Social Security – Is it even worth it to plan for? Read More »