by stephaniewharton | Oct 8, 2026 | Articles
Tax Planning for 2026: Roth Conversions, Tax-Loss Harvesting, and Income Timing Strategies The fourth quarter is an important time to review your tax picture before year-end planning opportunities expire. Effective tax planning is not simply about preparing a return...
by stephaniewharton | Oct 8, 2026 | Articles
Health Coverage Deadlines Fall marks the beginning of open enrollment season. Whether you purchase health insurance through the federal or a state Marketplace or receive coverage through Medicare, reviewing your options early can help you prepare for changes in...
by stephaniewharton | Oct 8, 2026 | Articles
Charitable Giving Strategies for 2026: Understanding the New OBBBA Rules Charitable giving can be a meaningful way to support the organizations and causes that matter to you. It can also play an important role in a coordinated financial and tax plan. Beginning in...
