by Jenny Thompson | Mar 2, 2026 | Financial Planning
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have real consequences. Before diving, you assess the water: Is it clear or murky? Shallow or deep? Are there hidden obstacles...
by Lori Eason | Feb 2, 2026 | Economic, Financial Planning, Market Related
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to trend lower. The current yield on the Schwab Value Advantage Money Market fund is 3.52%, down from 5.23% at this time...
by Jenny Thompson | Jan 5, 2026 | Financial Planning
A new year is a new beginning. Sure, we get a fresh start every morning, but January feels different—it carries that sense of possibility and momentum that makes us want to do things differently. You’ve probably heard plenty about new year’s resolutions...
by Jenny Thompson | Dec 1, 2025 | Financial Planning, Tax Planning
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care about. With new tax rules taking effect in 2026, this is a good time to revisit your giving strategy—especially if you...
by Lori Eason | Oct 28, 2025 | Financial Planning, Tax Planning
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks — a fitting metaphor for post-SECURE Act inherited RMD rules. In case you’re not familiar with Required Minimum...
by Jenny Thompson | Aug 21, 2025 | Financial Planning, Tax Planning
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs Act. Basically, it locks in a lot of tax breaks that were supposed to expire this year—and if they had, more than 60% of...
