THE SILVER LINING BLOG

This month, my newsletter explores the following topics: • How the biggest wealth shift may affect you • Key changes to the charitable deduction in 2026 • New senior tax break could help millions • 2026 tax brackets may boost take-home pay Every day brings news reports from home and abroad – each event carrying its own potential economic implications. You might wonder whether your portfolio strategy is designed to capitalize on these developments. Don’t hesitate

This month, my newsletter explores the following topics: • Medicare negotiates lower prices on fifteen popular medications • The ‘common man’ rule of retirement spending • How annuities help balance income and inheritance • Will this 401(k) rule hurt your savings? As the new year begins, it may feel like a clean slate, but the underlying drivers of market volatility and economic uncertainty persist. Please get in touch with me if you want to discuss how I might a

This month, my newsletter explores the following topics: How household preparedness bolsters a strong economy IRS announces 2026 income tax updates New rule changes 401(k) tax deferral rules Three tax breaks ending permanently in 2026 As year-end approaches, it's time to start devising and implementing strategies to make the most of your financial efforts this year. Please get in touch with me if you would like to discuss the measures to maximize profits and minimize taxes f