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Recent Posts

  • New Year, New Tax Considerations: What You Need to Know Before Filing Your 2025 TaxesFebruary 13, 2026 - 8:57 am

    Filing 2025 taxes is significantly different due to the One Big Beautiful Bill Act (OBBBA). This new law makes the higher standard deduction permanent and introduces temporary “above-the-line” deductions for tips, overtime pay, and American-made car loan interest . With a new $6,000 senior deduction and the debut of Form 1099-DA for crypto, understanding these updates is key to optimizing your tax refund.

  • How Much Do I Need to Retire in 2026?February 6, 2026 - 10:58 am

    Retirement is more than a financial milestone—it’s a major life shift. Discover why a loss of purpose can lead to health risks and learn how to design a retirement filled with meaning, connection, and joy. Read our guide to get started.

  • 2026 Outlook: Beyond AI & Mega-Cap TechJanuary 28, 2026 - 7:29 am

    Is the AI “gold rush” a visionary leap or a speculative mania? After driving 60% of market growth in 2025, the ecosystem now faces a high-stakes “shot clock” on ROI. We weigh the explosive potential of AI against the vast amount of unanswered questions as we aim to make sense of AI’s “bubble-ness.”

  • 2026 Investment Outlook: AI, Economy, InflationJanuary 23, 2026 - 12:03 pm

    As we move into 2026, the investment landscape has shifted. After a year where gold and international markets defied the “di-worsification” myth, we examine the path forward for the US economy. This outlook dives deep into the bull and bear cases for AI hyperscalers, the impact of upcoming fiscal stimulus, and why the “hidden” risk of inflation may require a rethink of the traditional 60/40 portfolio.

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