by Suji Adams | Mar 19, 2026 | Financial Planning
Leaving an employer often involves a series of financial decisions, and deciding what to do with an old 401(k) is usually near the top of the list. While the rollover process itself may appear administrative, the decision can influence taxes, investment options,...
by Suji Adams | Mar 19, 2026 | Q-Commentary
March started with a literal bang—but we’ll get back to that in a moment. First, let’s focus on how the second month of the year ended in the markets. We closed February with the S&P 500 up 1.7% and bonds up 1.4%. And those were the laggards. We continued to see...
by Suji Adams | Mar 19, 2026 | Tax Planning
Gifting can play an important role in supporting family members, transferring wealth, and simplifying an estate over time. Gift tax rules are designed to track significant transfers of wealth, not to tax most everyday gifts. In most cases, gifts do not result in taxes...
by Suji Adams | Mar 2, 2026 | Financial Planning, Specialty Solutions
Selling a veterinary practice is a defining milestone; it’s often the result of years spent building relationships, guiding teams, and contributing to your community. Whether you’re pursuing retirement or a new chapter, effective planning can help you secure the...
by Suji Adams | Mar 2, 2026 | Retirement
Preparing for the unexpected is key to making your money last In a perfect world, we’d all have enough saved for retirement to comfortably enjoy our golden years. And those funds would be enough without depleting savings or needing extra income. Unfortunately,...
