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Wealth Insights

Year-End Tax Planning: 5 Key Moves to Consider Before December 31 ​ As the year draws to a close, now is an ideal time to review your financial picture and take advantage of tax-saving opportunities. Several important deadlines fall on December 31, and proactive planning can help reduce your tax bill and strengthen your long‑term financial position. Below are five key strategies to consider as you prepare for year-end. 1. Maximize Contributions and Meet Year-End Deadlines Ma

Because I'm in the financial industry, my friends often come to me with questions about money, especially when something changes in their life-like when a girlfriend got a new job and had questions about her 401(k) or a baseball mom friend got an inheritance. Their financial situation had changed, and they weren't sure what to do. My sister is a perfect example. She always let her husband handle the practical things, like decisions around money. When he died suddenly at the a