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®, BFAStart the year with clarity on your finances. Updated IRS limits for retirement, savings, and estate planning—along with new tax law changes—create opportunities to maximize contributions and optimize your strategy for the year ahead.
Tom Dale, CFP®Q3 2025 markets reflect resilience amid uncertainty. Stocks hold steady on earnings strength, while bonds react to Fed policy shifts. With inflation still above target and global risks rising, investors remain focused on the Fed’s path and economic outlook.