by lportee53 | Dec 11, 2025 | Wednesday Wisdom
Affordability: The Defining Issue of the Year and What It Means for Investors Affordability has become a central national concern, surpassing inflation as the primary economic issue shaping public sentiment and political dialogue. Despite slowing inflation, the high...
by lportee53 | Nov 26, 2025 | Wednesday Wisdom
Financial Planning for Seasonal Expenses Charitable giving has long served dual purposes for many investors: supporting causes they care about while receiving valuable tax benefits. However, the One Big Beautiful Bill Act has fundamentally altered the charitable...
by lportee53 | Oct 22, 2025 | Wednesday Wisdom
Charitable Giving and Tax Benefits Navigating New Rules While Maximizing Impact Charitable giving has long served dual purposes for many investors: supporting causes they care about while receiving valuable tax benefits. However, the One Big Beautiful Bill Act has...
by lportee53 | Oct 15, 2025 | Wednesday Wisdom
Navigating Lifes Milestones: A Simple Guide to Financial Planning Money touches every part of life, but it’s never just about numbers. It’s about what matters most — the people you love, the goals you work toward, and the future you hope to build. Each season of life...
by lportee53 | Oct 8, 2025 | Wednesday Wisdom
Navigating Gen Z’s Digital-First Financial Future Strategies for the Entrepreneurial Generation Financial professionals who have guided clients through shifting market landscapes for more than a decade have observed a remarkable change in how younger generations...
