In this Wisdom & Wealth session, Alan Hensley, CFP® breaks down important retirement and tax planning changes coming in 2026, highlighting emerging opportunities, and shares practical strategies to help you plan with clarity and confidence.

In this edition of our newsletter, we share important upcoming dates, firm updates, and highlights from our team to help you stay informed and plan ahead with confidence.

We closed out our 2025 Wisdom & Wealth series with an engaging discussion on Medicare and Social Security. Watch the replay below and note that, due to Medicare compliance regulations, a portion of the presentation could not be recorded.

The federal government will end paper checks by September 30, 2025, citing rising fraud, inefficiency, and cost. Agencies like the IRS and Social Security will only use secure electronic payments.

This quarter, Financial Insights explored essential estate administration steps, examined how the 2025 One Big Beautiful Bill Act impacts Roth conversions, and celebrated Jordan Ford for earning her IACCP® designation. Together, these updates reflect our dedication to guiding clients with clarity, confidence, and integrity.