Our Blog

The popular 2016 vs. 2026 trend highlights more than nostalgia, it reveals how much we underestimate future change. Research on the “End of History Illusion” shows we expect our lives and priorities to stay mostly the same, even though the last decade proves otherwise. From inflation and market growth to shifting careers and compensation, change shows up faster and messier than most plans assume. A strong financial plan isn’t about predicting the future, it’s about adapting as life evolves.

Markets delivered impressive gains in 2025, but the journey was full of twists, turns, and unexpected moments, much like following your favorite sports team. Volatility and uncertainty tested investor confidence, reminding us that strong returns rarely come in a straight line. In this post, we highlight what 2025 teaches about staying disciplined, managing expectations, and keeping a long-term plan on track. The bumps are part of the journey, and staying invested through them is how you build wealth.

Tax season often leaves high-earning couples asking the same questions: Why is our tax bill so high, and is there anything we can do differently? The truth is, by the time you’re filing your return, most real tax planning opportunities are already gone. This article breaks down the difference between tax preparation and proactive tax planning. It also explains how coordinating investments, equity compensation, and income decisions throughout the year can lead to meaningful tax savings.

Just like unpacking after a big move, getting your finances in order takes steady, intentional effort, one step at a time. As the year wraps up, these final days are your chance to make meaningful progress before January arrives. This post shares 10 practical ways to finish the year strong, from fine-tuning your tax plan and retirement contributions to giving strategically and setting up a smooth, confident start to 2026.

The 2025 government shutdown is creating uncertainty for employees at the Idaho National Laboratory, federal agencies, and public universities in Idaho and Utah. This blog provides practical steps to help employees stay financially grounded, including reviewing cash flow and emergency funds, reassessing tax and retirement planning, and maintaining long-term investment discipline. It also highlights the value of professional financial guidance to navigate missed pay periods, manage risks, and protect retirement readiness.

Signed into law on July 4, 2025 and bringing the most significant tax law update since the 2017 Tax Cuts and Jobs Act. Some parts extend previous tax cuts, while others bring new rules that could impact your deductions, your business income, and even your charitable giving strategy. If you’re a business owner, medical professional, or high-income household, many of these changes could directly impact your tax situation. We walk through the major changes from OBBBA—what changed, who it affects, and why it matters.