Adam Simon, partner/wealth management advisor, Succession Wealth Planning

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/22/2026

Voters in more than a dozen states are considering tax-related amendments in November.

10/20/2026

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel inflation.

10/15/2026

Soaring stock prices might be a major reason the US workforce has been shrinking.

10/14/2026

I guess it will be like the movie Casino, where we have to talk to each other in running cars with the stereo at top volume. Use your heads, folks, because it's all out there. Have a great week!

Privacy, employee data and the demands of AI.

10/13/2026

Big cities, which have a population over 250,000, come with specific financial and lifestyle benefits. But for some retirees, those benefits may not be enough to outweigh the crowding, cost of living, and busy pace of life.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/08/2026

Recommendations for preventing common jewelry misadventures as well as strategies for smart shopping, jewelry care and maintenance.

10/06/2026

Explore “Everywhere Millionaires” and how Main Street business owners in construction, logistics, and food service may build enterprise value over time.

10/01/2026

Many Pennsylvania residents in Hazle Township are pushing back against the data center, despite the lure of the cash payout.