As the year is off and running, many individuals and businesses turn their attention towards preparing for the upcoming tax season. Diligent tax preparation can help minimize liabilities, maximize returns, and avoid potential complications or penalties. Here are some key tips to prepare for the tax season ahead. Tip #1 - Start early First and foremost, start early, as procrastination can lead to errors or missed deductions. Initiate tax planning in advance of the filing deadl

Safeguarding wealth is a critical component of financial planning. In 2026, it's vital to understand strategies that may help preserve and grow one’s financial assets effectively. Diversification - One of the most critical strategies for wealth protection remains diversification. As the adage goes, "don't put all your eggs in one basket." Owning a diverse range of asset classes helps mitigate the impact of underperforming investments on one’s overall portfolio. Review insuran

In Part 2, we looked at how the One Big Beautiful Bill Act (OBBBA) affects individuals. For organizations, from Fortune 500 corporations to local nonprofits, the Act is a game changer that requires a complete reassessment of capital strategy, employee benefits, and community engagement. The Corporate and For-Profit Landscape: Certainty and Incentives The OBBBA is widely considered pro-business, offering key tax breaks and stability for long-term planning: Permanent Business E

One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future potentially offering a complementary perspective to traditional retirement planning models. As individuals navigate retirement planning in a changing economic environment, exploring long-term planning models like Seven Generation Thinking may offer additional perspe

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History is a great teacher, offering insights and lessons on a wide range of subjects. By examining some of the most catastrophic...

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The topic of long-term care (LTC) insurance frequently arises for those planning for their retirement. The escalating costs of...