It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year and have set themselves up for a prosperous 2026. Reach out to us if you still have items on your year-end checklist that need to be completed. Deadlines are coming up, so let us know as soon as possible if we can help complete your checklist.

The One Big Beautiful Bill (OBBB) Act created some changes in Federal student loan repayment plans. While information on this is still being released, our CIO and advisor, Josh Lantz, CRPC©, wrote an article with the latest updates for our doctors.

Doctors, have you been following the news about the One Big Beautiful Bill Act? It was signed into law earlier this month. Our CIO and Financial Advisor Josh Lantz, CRPC®, broke down the important tax implications for doctors in the following article.

This represents general benchmarks for the second quarter of 2025.

We all like the feeling of getting a good deal. For some people it becomes a game. The idea of getting the same goods or services for slightly less is appealing to most. Let’s go through 15 ways to save on items you might already be spending on today.