The Sandwich Generation’s Stressful Balancing Act
They are managing demanding careers, raising children, and now stepping in to care for aging parents. Their calendars are full, their rest is often interrupted, and the weight of responsibility is constant. This is the reality for millions of Americans who belong to what is known as the Sandwich Generation.
A Guide to Navigating Financial Transitions as an Empty Nester
After years of carpools, late-night study sessions, and milestone moments, the house is quieter, and your role as a full-time parent is beginning to shift. This transition marks a new chapter, not just for your child, but also for you.
Balancing Risk in Your Retirement Plan with Trent Grzegorczyk
As you approach or enter retirement, one of the most important—and often confusing—questions is: Am I taking too much risk… or not enough?
Could Florida Really Eliminate Property Taxes? Key Considerations for Affluent Families
Florida Governor Ron DeSantis recently made headlines with a provocative proposal: to abolish property taxes across the state. While still in the early stages—and far from policy—this concept has already stirred considerable interest among homeowners, economists, and affluent families alike.
How to Domicile in Florida—and Why It Matters
For high-net-worth individuals and families, relocating to Florida isn’t just about warm winters and beachside living. It’s a smart financial move. With no state income tax, favorable estate laws, and asset protection benefits, Florida has become one of the most desirable domiciles in the U.S.
Beyond the Headlines: What the TCJA Extension Debate Could Mean for Investors
As we approach the sunset of key provisions within the Tax Cuts and Jobs Act (TCJA) of 2017, a national conversation has reemerged—one that could profoundly impact American households, businesses, and the economy at large. The Council of Economic Advisers (CEA) recently released its analysis of the potential consequences of either extending or allowing the TCJA’s expiring provisions to lapse.
What Moody’s Downgrade Could Mean for Investors—and What It Doesn’t
On May 16, 2025, Moody’s Ratings made a significant move: it downgraded the United States’ long-term credit rating from Aaa to Aa1—a one-notch shift that, while subtle on paper, carries weighty implications. This change reflects mounting concern over the nation’s fiscal trajectory, specifically ballooning deficits, rising interest costs, and an absence of bipartisan will to reverse the tide.
Reading Between the Lines: What the White House’s FY2026 Budget Request Might Mean for Markets
Earlier this month, the White House released its discretionary budget request for fiscal year 2026. As is typical with any administration’s proposal, this request is best seen not as a definitive roadmap—but as a framework of intent, signaling priorities and laying the groundwork for negotiation.
Tariffs, Headlines, and the Importance of Perspective
In recent weeks, renewed discussions around tariffs have dominated economic headlines. These announcements—whether tied to geopolitical tensions, domestic policy shifts, or trade imbalances—tend to evoke swift reactions from investors and market participants alike.
A Cautious Q1: Why Investors Should Pay Attention | Market Recap with Tom Moran
Are credit card delinquencies on the rise? Is a recession closer than we think? And what does that mean for investors moving into Q2 and beyond?