Reclaim Your Time: A Practical Guide to Digital Detox

Reclaim Your Time: A Practical Guide to Digital Detox

The average person checks their phone 96 times per day and spends over 7 hours staring at screens. If you find yourself mindlessly scrolling, feeling anxious when separated from your devices, or struggling to focus on real-world activities, it might be time for a digital detox.

Preparing for Retirement: The 10-Year Countdown Checklist

Preparing for Retirement: The 10-Year Countdown Checklist

Retirement might seem distant when you're in your fifties, but the decade leading up to your golden years is actually the most critical time for retirement preparation. Whether you're 55 and just starting to think seriously about retirement or already deep into your planning, this comprehensive 10-year countdown checklist will help ensure you're ready for this major life transition.

What Happens to Your HSA When You Turn 65?

What Happens to Your HSA When You Turn 65?

There's a lot of confusion around Health Savings Accounts (HSAs) and Medicare, and for good reason. Making contributions to your HSA after you're no longer eligible can lead to tax penalties and can be a headache to correct. Read on for what you need to know if you’re contributing to your HSA and preparing to enroll in Medicare.

Estate Planning & Trusts: Protecting What Matters Most

Estate Planning & Trusts: Protecting What Matters Most

When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.

Mackey's Ratatouille Recipe

Mackey's Ratatouille Recipe

Is your kitchen bursting with fresh summer vegetables and wondering what to make? Mackey’s recipe is summer on a plate—simple, vibrant and full of flavor. Whether you just came back from the farmer’s market or your garden is in overdrive, this dish makes the most of the season’s best ingredients.

Getting Ready for College this Fall: A Wealth Management Perspective

Getting Ready for College this Fall: A Wealth Management Perspective

The transition to college marks a major milestone—not just for students, but for families as a whole. As fall approaches and college move-in dates creep closer, parents are navigating an exciting (and sometimes overwhelming) season of change. Whether your child is heading off for their first year or returning for another semester, there are important financial and logistical steps to take now that can set your family up for a smoother, more confident transition.

3 Key Tax Law Changes You Might Want to Pay Attention To

3 Key Tax Law Changes You Might Want to Pay Attention To

Congress just passed legislation with several tax provisions that could significantly impact your financial planning strategy for 2025 and beyond.

We've identified the three changes our clients are asking about most—and chances are, at least one of them will affect your situation too.