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Seniors Rewriting Their HOME Plan

Seniors Rewriting Their HOME Plan

By Tammy Silvas • October 29, 2026

For years, families often pictured aging as a predictable path: live independently, move to a retirement community, then perhaps assisted living or a nursing home.

Your Spouse Got a Raise. Could Your Business Deduction Shrink?

Your Spouse Got a Raise. Could Your Business Deduction Shrink?

By Tammy Silvas • October 26, 2026

Your spouse’s raise can affect your business deduction. Learn how household income changes QBI planning and what to ask your CPA before the end of this year.

You Have an Estate Plan. Here’s When to Review It.

You Have an Estate Plan. Here’s When to Review It.

By Tammy Silvas • October 26, 2026

Your life has changed. Does your estate plan still fit? Learn when to review your documents, accounts, and choices so they support the people you love today.

Can a Dog Help You Live Longer?   How Animals May Help Us Age Well

Can a Dog Help You Live Longer? How Animals May Help Us Age Well

By Tammy Silvas • October 21, 2026

Retirement experts tell us to stay active. Find purpose. Keep a routine. Get outside. Stay connected to other people.

Want to Save More for Retirement? Check Your Deadlines Now.

Want to Save More for Retirement? Check Your Deadlines Now.

By Tammy Silvas • October 20, 2026

Retirement plan deadlines are not all December 31. Learn what to ask about 401(k) elections, setup, and funding before your business runs out of time to act.

Should You Name Both Children as Trustees? Here’s What to Consider.

Should You Name Both Children as Trustees? Here’s What to Consider.

By Tammy Silvas • October 19, 2026

In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.

Is "Finding Your Purpose" in Retirement a Myth?   Maybe Purpose Is Built, Not Found.

Is "Finding Your Purpose" in Retirement a Myth? Maybe Purpose Is Built, Not Found.

By Tammy Silvas • October 15, 2026

Most people spend decades looking forward to retirement. No alarm clock. No deadlines. No boss deciding how we spend our days. But once the celebration ends, every day becomes Saturday. Then the unexpected happens. We miss work. Not necessarily the job itself, but the sense of identity, usefulness and belonging that came with it. Without it what is left?

Don’t Wait Until Tax Season. Here’s What to Ask Your CPA Now.

Don’t Wait Until Tax Season. Here’s What to Ask Your CPA Now.

By Tammy Silvas • October 13, 2026

Don’t wait for tax season to discuss this year’s business decisions. Learn what to bring to a year-end CPA meeting and which questions to ask before December.

Second Marriage? Here’s How to Plan for Your Spouse and Your Children.

Second Marriage? Here’s How to Plan for Your Spouse and Your Children.

By Tammy Silvas • October 13, 2026

In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.

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