Taxes & Retirement | Helpful Information

The One Big Beautiful Bill and You

On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this…

Deena WatsonNovember 25, 2025

Symphony, Orchestra, musical instruments

Income Investments Taxes Wealth

Financial Instruments – A Symphony of Choices

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the…

Deena WatsonAugust 1, 2025

Estate Planning Investments Taxes Wealth

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are…

Deena WatsonSeptember 24, 2024

Senior adults enjoying a summer dinner in retirement

Income Investments Risk Taxes Wealth

Test-Run Your Retirement This Summer

Summer often brings images of relaxation, beach trips, and lazy days. For those nearing retirement, it can also be the perfect time to test-run what their retirement might look like. It's…

Deena WatsonMay 30, 2024

Taxes, Uncle Sam, Tax planning, tax strategies, wealth management, retirement planning

Income Investments Taxes

Tax Strategies For Retirement: Buckets Create Tax Choices

TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…

Deena WatsonJanuary 27, 2022

financial advisor, financial planning, financial planner, wealth management, wealth planning, consultation, retirement strategy, objective opinion

Estate Planning Income Investments Risk Taxes Wealth

Retirement Strategy: The Value Of An Objective Opinion

THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…

Deena WatsonJanuary 27, 2022

Financial Advisor, Financial Consultation, Financial Advisor Myths

Income Investments Taxes Wealth

20 Myths About Working With a Financial Advisor

There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…

Deena WatsonJanuary 4, 2023

social security, social security benefits, retirement income, wealth management, retirement planning

Income Taxes Wealth

Strategies To Optimize Your Social Security Benefits

STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…

Deena WatsonJanuary 27, 2022

Inheritance, Will, Trust, Beneficiary, Heirs

Estate Planning Investments Taxes Wealth

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…

Deena WatsonOctober 13, 2023

Estate Planning Income Investments Taxes Wealth

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…

Deena WatsonJuly 3, 2023

Taxes

The One Big Beautiful Bill and You

Financial Instruments – A Symphony of Choices

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Test-Run Your Retirement This Summer

Tax Strategies For Retirement: Buckets Create Tax Choices

Retirement Strategy: The Value Of An Objective Opinion

20 Myths About Working With a Financial Advisor

Strategies To Optimize Your Social Security Benefits

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Useful Links

Contact

Directions