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.

Financial Insights Wealth Management’s latest Wisdom & Wealth webinar discussed the latest retirement account planning strategies. We covered essential topics like the new 401(k) contribution limits, catch-up and super catch-up options, Roth conversions, and key IRA charitable giving strategies, including Qualified Charitable Distributions (QCDs) and beneficiary planning. Don’t miss out on expert guidance to help you navigate and optimize your financial future!

If you missed our most recent Wisdom and Wealth Educational Webinar on July 31st you can watch the video below.  This series is featuring Amanda Nathan, Partner at Gordon Thomas and Honeywell LLP, discussing estate planning for high-net-worth individuals and couples.    

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

Saving for education is a cornerstone of financial planning for many families. One popular tool for this purpose is the 529 plan, a tax-advantaged investment account designed specifically to help pay for qualified educational expenses. In the past several years, new legislation has provided several updates that expand the flexibility of 529 plans. One such […]