by Suji Adams | Feb 10, 2026 | Financial Planning, Specialty Solutions
7 Financial Tips to Help you Navigate Verizon’s recent announcement of cutting more than 13,000 jobs has brought new urgency to financial planning for many of its employees. Citing a need to restructure the entire company and simplify operations, Verizon will be...
by Suji Adams | Feb 2, 2026 | Financial Planning, Specialty Solutions
Chevron offers a retirement plan structure that combines two powerful components: a 401(k) plan and a defined pension. Together, these benefits can provide both long-term flexibility and predictable income in retirement. However, understanding how they work...
by Suji Adams | Feb 2, 2026 | Financial Planning, Specialty Solutions
Chevron offers a retirement plan structure that combines two powerful components: a 401(k) plan and a defined pension. Together, these benefits can provide both long-term flexibility and predictable income in retirement. However, understanding how they work...
by Suji Adams | Feb 2, 2026 | Tax Planning
Important Tax Changes to Know Before Filing Tax season often feels like a once-a-year event. In practice, many of the most impactful tax decisions are made throughout the year, well before a return is filed. Changes to tax brackets, deductions, and savings limits can...
by Suji Adams | Feb 2, 2026 | Financial Planning, Tax Planning
Summary of OBBB changes to Qualified Charitable Distributions (QCDs) While the One Big Beautiful Bill (OBBB) went into effect in 2025, some changes were delayed until 2026. Of these include new considerations regarding Qualified Charitable Distributions (QCDs). The...
