Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption.

So, what’s up with the U.S. debt ceiling? It’s stressful to watch huge, consequential events unfolding over which we have no control. And who needs more stress in their life? This is why we encourage you to think of your investments as a bright spot of relief in an otherwise unmanageable world

Big dreams take money. What is your perfect once-in-a-lifetime experience? Hot air balloons over the French Countryside? A voyage aboard the Orient Express? Whatever your ultimate daydream might be, you can prepare for it now. A beautiful memory can last a lifetime, and by starting today, you might just move that once-in-a-lifetime experience from your bucket list onto your calendar.

Compound interest has been dubbed the "eighth wonder of the world." Benjamin Franklin held a similar fascination with compound interest, using it to create endowments for the cities of Boston and Philadelphia that are still paying out. What is it about compound interest that drew the attention of these geniuses, and what separates it from other forms of interest?

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or at least not get in the way?

Start the year off right by getting started on these five top financial goals.