Medicare and Age Based Triggers
(9 mins)

Felicia Hostettler & Justin Soderlund discuss avoiding unnecessary Medicare premium increases. 

Designed for those approaching or already on Medicare who want to stay ahead of rising costs and avoid costly surprises. This focuses on making smarter income decisions today so future premiums remain predictable and manageable.

Income & Withdrawal Strategy
(15 mins)

David Perigo & Justin Soderlund discuss the importance of being intentional with taxes. 

Built for anyone who wants to keep more of what they earn and avoid unnecessary tax surprises. The focus is on coordinating income decisions so your strategy works together and stays efficient year after year.

Investing in Taxable Accounts
(12 mins)

Justin Soderlund discusses the importance of taking retirement income more efficiently.

Ideal for those drawing income in retirement who want a clear plan around where dollars come from. The goal is to reduce tax drag, improve efficiency, and help each dollar go further.

Charitable and Gift Planning
(5 mins)

Felicia Hostettler & Justin Soderlund discuss ways to make charitable giving work harder for you.

Tailored for those who give regularly and want that generosity to be more tax efficient. This highlights ways to reduce taxes, manage Medicare exposure, and avoid missed opportunities as deduction rules change.

Accumulation Phase Pre Retirement
(11 mins)

Justin Soderlund discusses opportunities for reducing taxes while you’re earning for individuals still working.

Created for those still earning a paycheck who want to stay proactive with their taxes. This centers on reducing surprises today while building flexibility and control for the future.

Large Financial Events
(14 mins)

Justin Soderlund discusses the importance of planning for large financial decisions.

Built for anyone considering a major move such as selling property, a business, or farmland. The focus is on understanding the tax impact ahead of time so decisions are made with confidence and without unintended consequences.

2026 Key Financial Data Updates

January 28, 2026

David, Felicia, and Justin discuss changes in tax brackets, increased standard deduction, increases in contribution for retirement accounts, and additional credits that may be available to you. 

Qualified Charitable Distributions

January 28, 2026

Michelle, Kim, Christina, and Dylon highlight key information related to Qualified Charitable Distributions and provide updates to maximum contribution amounts for 2026.

Has your income changed dramatically due to retirement or another life changing event? Would you benefit from appealing the IRMAA to potentially reduce your Medicare premiums?  A closer look might be warranted to see if you qualify.

If you had a major life-changing event and your income has gone down, you may use this IRS form to request a reduction in your income-related monthly adjustment amount.

It’s very natural to become nervous and unsettled during stock market pullbacks like we are in currently. We get asked often if there is anything people should be doing when the market is down. Often times the answer is no – we focus on building high-quality portfolios that are sturdy enough to make it through these environments, and plan for bear markets and regular pullbacks in your financial plans....

Deciding to sell a portfolio position should primarily be an investment decision rather than a tax decision; however, understanding the implications of that sale can help investors strategically prepare for the timing of a transaction.

CAPITAL GAIN TAX BRACKETS
Understanding how to apply the income tax brackets will help an individual determine their capital gains tax bracket and effectively, how much they can expect to owe in taxes......

Years of experience have prepared us to guide you through your life transitions.