

3 Things 1-26-26
Thing One Tax Season 2026 Is Here: What’s Different This Year (and Why You Should Care) If you’re filing your 2025 taxes and things feel a little unfamiliar, you’re not imagining it. Tax season 2026 is the first one shaped by the new tax law passed last summer, and it brought a mix of bigger deductions, new credits, extra forms, and fewer free filing options. Even if your income didn’t change much, the rules around it probably did. The good news? Many deductions are lar


3 Things 1-19-26
Thing One When Medicare Advantage Works—and When It May Be Challenging Recently, I worked with a client enrolled in a Medicare Advantage plan who experienced a serious fall. Following the injury, the client required skilled nursing care. When the family began exploring facility options, they learned that the nursing home they preferred was not part of the plan’s provider network. This created additional challenges at an already stressful time and highlighted some of the p


3 Things 1-12-26
Thing One Three Financial Resolutions That Would Be a Smart Move for 2026 As you’re working on maintaining those resolutions you made on New Year’s day, here are three financial resolutions you might considering adding. We believe they would serve most people well in 2026. First, resolve to get clearer on your cash flow. Before returns, before markets, before strategy—cash flow matters. Knowing where money is coming in, where it’s going, and what flexibility you have creates
