The largest intergenerational wealth transfer in history is already underway. According to a report from Cerulli Associates, an estimated $84 trillion is expected to pass from Baby Boomers to heirs…
Month: February 2026
How Federal Policy Changes Can Impact Your Retirement Plan in 2026
Federal policy changes can influence markets, taxes, retirement accounts, and long-term financial planning. During the first year of President Trump’s second term, several federal tax, retirement, and regulatory changes have…
Understanding Market Volatility: What Recent Gold and Crypto Swings Mean for Investors
Market volatility has been front and center over the past year, with noticeable swings in gold prices and heightened turbulence across the cryptocurrency market. Headlines about sharp price movements (including…
2026 Tax Filing Season: Key Filing Updates, Deadlines, and What High-Income Households Need to Know
As the 2026 tax filing season approaches, taxpayers are entering a filing environment shaped by ongoing legislative changes, evolving IRS enforcement priorities, and continued complexity for high-income households. While many…