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Your Year-End Financial Planning Checklist
As 2025 winds down, it's time to review your financial picture and make strategic moves before December 31st. Here's what families should focus on this year-end. Maximize Tax Opportunities Year-end offers several time-sensitive tax strategies. Start by maximizing retirement contributions—$23,500 to your 401(k) for 2025, plus $7,500 if you're 50 or older. Consider Roth Conversions Year-end is an ideal time to evaluate Roth conversions. By converting traditional IRA dollars to

Steve Martin
Nov 103 min read
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Is It Smarter to Buy or Rent a Second Home?
With summer in full swing, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting...

Steve Martin
Jul 2111 min read
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Peace of Mind in a Box: How Nokbox Simplifies Estate Planning
Image via Freepik Nokbox is revolutionizing how families prepare for life’s unexpected moments by offering a comprehensive, easy-to-use...

Steve Martin
May 131 min read
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Understanding Power of Attorney, Executors, and Trustees – A Guide for Baby Boomers
As we age, people begin to worry about who can manage their affairs in the event of their incapacity or death. Ensuring that your...

Steve Martin
Nov 10, 20232 min read
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117 Things We Do for Our Clients - Number 13 - Assist in Preparing an Estate Plan For You
We assist in preparing an estate plan for you. An estate planning attorney is normally needed to prepare and document an estate plan. We,...

Steve Martin
Mar 11, 20221 min read
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