Charitable Giving in 2024 and Beyond: Key Trends and Developments
Now that we are well into the second half of the year, we can reflect on how the landscape of…
Next Steps for a Spouse or Survivor: Navigating Social Security Benefits
Losing a spouse is emotionally challenging, and during this difficult time understanding Social Security benefits becomes crucial. As a widow…
Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan
The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Insights from Nicolette & Josh, CFPs® and Enrolled Agents
Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
Year-End Tax Review: Your Comprehensive Guide
Presented by Nicolette Davicino, CFP®, EA As an Enrolled Agent who incorporates a tax lens into my work here with…
2023 Summer Reading List
Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world…
New and Noteworthy Changes Coming to 529 Plans
529 Plans are education savings accounts that have been evolving since their creation more than twenty-five years ago. The enactment…
Medicare Changes in 2023
As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…
Planning for Financial Literacy
As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…
With Great Power Comes Great Responsibility: the ins and outs of Estate Executors
If you’re reading this, you most likely know about the importance of estate planning and drafting a proper and valid…
Building Back Better: New Administration Bets Big on the Economy
President Joe Biden formally announced his COVID-19 stimulus plan on January 14, 2021, and on March 11, 2021, it was…
Pandemic Purchasing: buying a home during the time of COVID-19
For many first-time home buyers last year, the process looked a little different than how they may have imagined. Open…
Spotlight on Women: In Business and Beyond
Gender inequality in the financial industry, on both the professional and personal side, is not just a social or legal…
Diversification: Back and better than ever
Diversification is in the running for one of the most-used words when describing any type of investment strategy. It bears…