Comprehensive Financial Planning for DFW Relocations
Moving from California to Texas for a new job represents one of the most significant...
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Author: Jonathan Meaney, CFP®, AIF® Vice President
The $15 Million Estate Exemption Is Permanent — Now What? How to Rethink Your Estate Plan Under the OBBBA
Key Points: The federal estate and gift tax exemption is now $15 million per person ($30...
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Trump Accounts, Expanded 529s, and the New Rules for Funding Your Grandchild’s Future
Key Points: The OBBBA introduced Trump Accounts (Section 530A), a new tax-deferred savings...
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The Vacation Home Dilemma: Investment, Indulgence, or Financial Mistake?
For many successful professionals and families, owning a vacation home represents the...
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Divorce After 50: Protecting Your Retirement and Financial Future
You’ve spent decades building wealth together. Retirement felt close—secure, planned,...
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