Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Tom Dale, CFP®As the second quarter of 2026 comes to a close, markets have continued to navigate a changing economic landscape. Investors were encouraged by signs that inflation was moderating late in Q2, though uncertainty around inter
Nadine Thibault, CFP®, BFAAlready maxing out your 401(k)? A Mega Backdoor Roth strategy could help you build more tax-free retirement savings if your employer's plan allows it.
Nadine Thibault, CFP®, BFAThe 2025 One Big Beautiful Bill Act brings key tax and planning changes. Some provisions are now permanent, while others are temporary. Understanding these updates can help optimize deductions and shape a more strategic, personalized financial plan.
Tom Dale, CFP®Q2 2025 markets surged despite tariff tensions and policy uncertainty. After early volatility, stocks rebounded strongly, with the S&P 500 up over 10%. Investors now focus on Fed rate decisions, inflation trends, and evolving global trade dynamics.