Preparation

“Widow’s Tax”

In 2025, National Estate Planning Awareness Month is in October. The official week is October 20-26th! There are many components to the estate planning process, and today I am highlighting the “Widow’s Tax”. Moneywise recently posted an article about a “widow’s tax” that caught my eye. Reading it, I wanted to ensure you were all aware

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Hurricane Season

It’s that time of year, hurricane season is upon us. From June 1 to November 30 each year, we brace for hurricanes. As last year showed us, it is not always coastal communities that are impacted by hurricanes. Forecasters within NOAA’s National Weather Service predict above-normal hurricane activity in the Atlantic basin this year. The agency

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Changes Ahead

December is here – I don’t know about you, but it seems this year has gone by quickly 🤔 Changes are ahead! Let’s make sure you’re ready! Change is inevitable, and with each new year comes a fresh wave of transitions, challenges, and opportunities. Whether you’re anticipating personal changes, professional shifts, or broader societal developments,

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