Your guide to understanding the latest tax law changes. The One Big Beautiful Bill Act introduces new rules for deductions, charitable giving, estate planning, and 529 plans. Learn how these updates could shape your financial strategy in 2025 and beyond. 

Exploring America’s National Parks can do more than satisfy your sense of adventure—it may also lower stress and improve mental clarity. With a Senior Pass and a little curiosity, retirement in the wild could be just what the doctor ordered. (article)

For many couples, financial planning has been a joint journey—but often, one partner leads the charge when it comes to managing investments, paying bills, and organizing retirement accounts. This imbalance can become a serious concern when thinking about what happens if one spouse passes away first.

Retirement planning often begins with a deceptively simple question: Do I have enough to retire? But the truth is, retirement readiness isn’t about hitting a single dollar figure.

Many professionals accumulate company stock over the course of their careers, often through incentive plans, stock options, or direct investments. This can be a powerful tool for wealth creation—but also a silent risk.

This 38th edition of our Well Balanced newsletter reflects on the value of slowing down and paying attention in a fast-paced world, highlighting how intentional habits, financial planning, and community connection contribute to a more meaningful life.

Markets are setting records, the national debt ceiling just jumped $5 trillion, and home affordability is nearing a breaking point. In this episode of Well Balanced, we unpack what these all-time highs really mean.

If you’re hesitant to spend—even when your plan says you can—you’re not alone. This episode explores how small, intentional choices can help shift the mindset from saver to spender, adding comfort, joy, and purpose to your retirement.