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December 2025

Seven Tax Moves to Make Before 2025 Ends – Year-End Tax Planning

Tax planning feels like homework nobody wants to do, but here’s the reality: real money is sitting on the table. The One Big Beautiful Bill Act changed the rules this year, and most people are still figuring out what matters for…

How to Account for Accretion

Whether it’s an individual investor or a business owner looking to increase their earning power, understanding how accretion works is essential for individual and business investors to make the correct decisions…

Long Term Care Insurance Options

In 2024, the median household income in the United States was $83,730. However, the national average annual cost of 24-hour paid long-term care (LTC) for a retiree age 65 and older was more than $125,000, according…

5 Rules for Giving to Charity

Giving to charity is good for a couple of reasons. First, giving to organizations you believe in is intrinsically good – for them and for you. When we give, the “love hormone” oxytocin is released. Second…

The New Face of Phishing: Techniques, Targets and Prevention

Phishing is a major threat that keeps evolving and has now become a sophisticated and costly cyber risk facing businesses of all sizes. Previously linked to malicious links in an email, phishing is now powered by AI, automation…