James Insights: Education
Education
5 Strategies to Catch Up—And Build Wealth with Purpose
You might have delayed investing to focus on raising a family, building a business, or simply because the markets seemed... Read more »
Beyond the Dorm Room Checklist: Why Your College Kid Needs Powers of Attorney
As your student prepares for college life, amid the dorm supplies and class schedules, there's a crucial legal consideration many... Read more »
Privacy in Estate Planning: Techniques for Discreetly Passing on Wealth
When it comes to planning your legacy, privacy matters. Whether you're looking to protect your loved ones from unwanted attention,... Read more »
Why do governments use tariffs?
Tariffs are back in the headlines—and for good reason. As global trade tensions heat up and economic stakes grow higher,... Read more »
2025 Tax Planning Strategies: How to Review Your 2024 Federal Return
You might have just wrapped up your 2024 taxes, but now is actually the perfect moment to get ahead for... Read more »
Maximize Health Savings Account (HSA) for Retirement
Why Your Health Savings Account (HSA) is a Powerful Retirement Tool Most people see Health Savings Accounts as a way... Read more »
Meet Your 2025 Fiancial Goals
Why a Q1 Financial Review Matters With the first quarter coming to a close, now is the perfect time to... Read more »
Refresh Your Financial Plan
A Fresh Start for Your Finances Spring is a season of renewal, making it the perfect time to refresh your... Read more »
How to Prepare for the Expiration of the Tax Cuts and Jobs Act in 2025
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant tax changes for individuals and businesses. However, many of... Read more »
10 Common Tax Return Mistakes to Avoid
Filing your taxes can involve complex financial situations and significant stakes. Ensuring accuracy and leveraging strategic opportunities can help you… Read more »
Should I Retire Before Age 65?
Retiring before age 65 is an exciting goal that includes several personal and financial factors. While early retirement offers more… Read more »
