By Colleen Weber, CFP®, CPA If 2025 has taught us anything, it’s that uncertainty never really goes away. Between election drama, tariff headlines, debates over spending bills, and Washington gridlock, it’s felt like the noise never stops. Markets have swung. Pundits have predicted. And through it all, you’ve stayed focused...

By Colleen Weber, CFP®, CPA Understanding your employee benefits extends beyond knowing what’s on paper; it involves making strategic decisions that support your long-term financial goals. Your benefits package may include health insurance, retirement plans with company matching, and stock options. Among these, stock options can be particularly valuable, giving...

By Colleen Weber, CFP®, CPA For many retirees, required minimum distributions (RMDs) are an inevitable reality of retirement, but with the right approach, they don’t have to become a tax burden. By thoughtfully timing RMDs to lower taxes, you can optimize your after-tax income and keep more of your hard-earned...

By Colleen Weber, CFP®, CPA In our Q2 Market Update, we observed a mix of economic growth and market fluctuations that underscore the importance of having a solid financial plan. GDP growth forecasts were lowered due to concerns about the labor market and ongoing uncertainty stemming from the Administration’s changing...

By Colleen Weber, CFP®, CPA The One Big Beautiful Bill Act (OBBBA) became law on July 4th, following a narrow Senate passage and House approval. At 940 pages, this comprehensive legislation extends many Tax Cuts and Jobs Act provisions that were set to expire while reshaping the tax landscape for...

By Colleen Weber, CFP®, CPA President Trump’s sweeping tax proposal, known as the “One Big Beautiful Bill,” has just passed in the House of Representatives and is now heading to the Senate for consideration. The bill (at over 1,100 pages) is designed to extend key provisions from the 2017 Tax...

By Colleen Weber, CFP®, CPA Looking to boost your retirement savings and keep more of your hard-earned money? A Roth IRA conversion might be just what you need. By transferring funds from a traditional IRA to a Roth IRA, you could watch your savings grow tax-free and make tax-free withdrawals...

By Colleen Weber, CFP®, CPA Retirement is meant to be a time of relaxation, adventure, and enjoying the rewards of decades of hard work. However, for a growing number of couples, a “gray divorce”—separating after 50—brings unexpected financial challenges. One of the biggest concerns? Safeguarding your retirement savings. In this...

By Colleen Weber, CFP®, CPA You don’t have to be a 24-hour news hound to know the investment sector is enduring a period of market volatility. If you’ve checked in with your brokerage account in the last few weeks, you’ve probably noticed significant peaks and valleys in your portfolio balances....

By Colleen Weber, CFP®, CPA No matter your age, profession, or personal circumstances, understanding taxes can be a challenge—especially for corporate executives. Despite your success, intelligence, and drive, navigating the complexities of taxes can still be overwhelming, particularly when it comes to managing your executive benefits. Even with a high...