The Energy Bill Is Coming for Everything: What Rising Oil, Gas, and Power Prices Mean for YouNew!!
Gasoline is up 34.2% over the year through September 2026 and heating oil 74.2%, while overall inflation is 3.7%. Energy feeds into groceries, airfare, and rent. Here’s what’s driving it, which cities are hit hardest, a 2031 trend line, and three things you can do this month.
What $100k Earners Actually Pay in Taxes — and How Inflation and Rates Change the Bill
What households over $100k actually pay in federal tax, plus how inflation indexing and higher interest rates can lift your effective rate without a new tax law.
If You Are the Business, Buy the Coverage That Pays the Business
A family life policy and a key person policy pay different people. Most owners still do not have both, and an unfunded buy-sell is a promise with no cash.
The Economy Is Moving Faster Than Most Portfolios
Higher energy costs, growing federal debt, and persistent inflation are challenging assumptions about spending, borrowing, and investing. The question is whether your plan still fits.
The Chipotle Index: What a Burrito Says About Your Dollar
Your paycheck is probably bigger than it was in 2020. Lunch still feels more expensive. That is not just in your head.
There's still time to save taxes in 2025
This conversation focuses on tax planning strategies for business owners, emphasizing the importance of collaboration between financial advisors and CPAs. The presenters discuss missed opportunities in tax planning, advanced strategies for maximizing deductions, and the significance of proactive planning to manage future tax risks. They highlight various retirement plans and the need for tailored solutions […]
Financial Planning in 2025
In this conversation, Ryan Fleming from F Squared Advisors shares insights on financial planning, focusing on current market concerns, healthcare costs, estate planning, charitable giving, tax efficiency, and personal life philosophy. He emphasizes the importance of proactive planning and open discussions about finances, especially in the context of retirement and wealth transfer. Ryan also shares […]
Tax Planning Strategies
In this conversation, Adriel and James discuss various tax planning strategies as the year-end approaches. They cover topics such as Roth conversions, bonus depreciation, maximizing contributions to HSAs and IRAs, changes in charitable contribution deductions, and the importance of employee benefits for business owners. They also touch on the role of AI in tax planning […]
One Big Beautiful Bill
In this conversation, Adriel Tam and Joe Erickson discuss the significant changes brought about by the One Big Beautiful Bill, focusing on tax deductions, charitable donations, EV credits, and strategies for business owners. They emphasize the importance of tax planning and maximizing retirement contributions, including HSAs and Roth IRAs, to optimize tax benefits before the […]
Tax Reform Conversation
In this conversation, Adriel Tam and James Norbeck discuss the recent tax reform, its implications for individual taxpayers and business owners, and the importance of professional tax advice. They delve into specific changes in deductions and credits, the impact on charitable contributions, and the current state of interest rates and their effects on the economy. […]
Webinar with Highland Private Wealth and Jacobson Lawrence
Our guest speakers are James Norbeck, CPA from Jacobson Lawrence and Michael Greene, CFP from Highland Private Wealth. Live discussion about how highly compensated employees with stock options, RSU's, ISO's, NSO's, NUA and awards can plan and mitigate their tax consequences. Highlights: