🌟 Go Big or Go Home: Why 2025 Is the Year to Supercharge Your Charitable Giving.

🌟 Go Big or Go Home: Why 2025 Is the Year to Supercharge Your Charitable Giving.

Explore why 2025 is the most tax-efficient year to make charitable gifts before the One Big Beautiful Bill Act (OBBBA) changes take effect. Learn how donor-advised funds (DAFs) help high-net-worth families amplify impact, teach the next generation, and lock in today’s tax benefits.

Read More
Navigating Medicare Enrollment and Coverage Strategies

Navigating Medicare Enrollment and Coverage Strategies

When you’re approaching 65, conversations about Medicare start to pop up everywhere—mailers, emails, HR updates, and well-meaning advice from colleagues, friends and family.

But here’s the thing: Medicare is not a one-size-fits-all system. The choices you make—when to enroll, which plan to pick, how to cover prescriptions—can impact your healthcare costs for decades.

Read More
What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals

What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals

Are you unknowingly overpaying in taxes? As an Enrolled Agent and financial planner, I’m breaking down what this tax season taught me about preserving wealth, optimizing giving, and protecting your legacy — insights every high-net-worth household should know.

Read More