Comprehensive Wealth Strategies

09/02/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

09/02/2026

20 years of September being Life Insurance Awareness Month! Protect the ones you love. ❤️

We created Life Insurance Awareness Month more than 20+ years ago! Help us spread the word all September long.

This year’s theme is: Life insurance is for real life!

08/31/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

08/06/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

08/04/2026

On Wednesday, the Federal Reserve said it was holding interest rates steady, a move that was initially well received by markets. But as the day progressed, selling picked up as investors expressed concern that the Fed was not doing enough..

On Wednesday, the Federal Reserve said it was holding interest rates steady, a move that was initially well received by markets. But as the day progressed, selling picked up as investors expressed concern that the Fed was not doing enough to battle inflation.

07/24/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

07/22/2026

The Common Cents Act has passed the House and now moves to the Senate for consideration.

The bill is tied to the phase-out of the penny and would create a national rounding standard for cash transactions.

Under the proposal, cash purchases would be rounded up or down to the nearest five cents when exact change is not available.

For example, a purchase totaling $10.02 would round down to $10.00, while a purchase totaling $10.04 would round up to $10.05.

Pennies would still retain their value under the act, even as the Treasury stopped minting them.

The bill is especially relevant for businesses that handle cash, including restaurants and retailers, because it could reduce confusion and legal risk around exact change.

For consumers and businesses, the broader takeaway is that even small changes in currency rules can affect daily transactions, checkout systems, and cash-handling practices.


Source:

New law aims to address how businesses and consumers should transact amid the phase-out of the penny.

07/07/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

07/03/2026