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.

The 2025 tax law brings major changes to Roth conversions, with new rules around the Senior Deduction and SALT cap that could unexpectedly increase your tax bill. Learn how income thresholds and timing are more critical than ever to avoid hidden tax traps.

If you missed our most recent Wisdom & Wealth educational webinar on May 21, 2025, you can watch the video below. This session features Amanda Nathan and Keara Bennett from Gordon Thomas Honeywell LLP as they discuss navigating estate transitions—and what no one tells you.

Perspective on Trump Tariffs, Negotiations & Media Fallout from April 3 – Ali Kemp, CEO Today’s media headlines include words like “nosedive,” “wipeout,” “cratering,” “worst day since 2020,” “plunge,” and “pummel.” It’s no surprise that American investors are feeling fear, uncertainty, and anxiety about both their money and the future of our economy. Trump’s first […]

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!