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The New Risk Landscape Medical Costs and Long Term Care Uncertainty

Karen Holmes,MBA, CPA, CFP^®

Thursday, August 27, 2026

Financial independence is a key goal for many individuals. However, unforeseen medical costs can severely disrupt one's future. It's difficult to anticipate the level of care one might need, its duration, and the associated costs. Two contr

Wealth, Family, and Legacy: A Guide for Wealthy Individuals in the Sandwich Generation

Karen Holmes,MBA, CPA, CFP^®

Monday, July 27, 2026

Wealth and estate planning are vital for all individuals but are particularly essential for wealthy individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and children simultaneous

Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal Reserve leadership transitions to upcoming U.S. midterm elections. policy decisions are influencing

In today's world, risk is a constant companion. Whether we acknowledge it or not, every decision we make carries some level of risk, particularly when it comes to our financial stability and independence. Modern families face modern-day ris

As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your...