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    Wealth Management Spotlight: One Big Beautiful Bill Act | What You Need to Know

    By Mackenzie Blakeslee on Jul 17, 2025

    Since President Trump took office in January, there has been a lot of discussion about tax laws and what might change with the sunset of the TCJA of 2017 at the end of this year. On July 4th, the One…

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  • Do You Need to Review Your Medicare Part D Options?

    By Mackenzie Blakeslee on Oct 12, 2021

    By Mackenzie Blakeslee, MS, CFP® Associate Director of Financial Planning & Associate Trust Officer The end of each calendar year brings with it lots of holidays, year-end tax planning, and many…

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