Beyond Bulls & Bears

Get a jumpstart on year-end planning with this useful checklist
Wealth Planning

Get a jumpstart on year-end planning with this useful checklist

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.

Medicare open enrollment presents opportunity to change existing plans
Wealth Planning

Medicare open enrollment presents opportunity to change existing plans

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Surviving disaster: Key considerations for moving ahead
Wealth Planning

Surviving disaster: Key considerations for moving ahead

Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims. Our Bill Cass highlights numerous resources for financial relief, including accessing emergency funds, insurance and tax considerations.

US elections: How the presidential candidates stand on taxes
Wealth Planning

US elections: How the presidential candidates stand on taxes

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.

How the expiring TCJA could impact your tax bill
Wealth Planning

How the expiring TCJA could impact your tax bill

The expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 could mean a tax increase for many taxpayers. But the impact varies widely based on income, location, and personal circumstances. Our Bill Cass shares the details.