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2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

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Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

A Founder’s Perspective on Wealth

Wealth Conundrum by Ralph J. Doudera offers a thoughtful perspective on the complex relationship people have with money and wealth. Drawing from decades of experience as a professional money manager, Doudera explores the deeper questions surrounding wealth—how it is accumulated, how it should be managed, and the responsibilities that come with it. Through personal stories and real-world experiences, the book examines the challenges and moral questions that often accompany financial success. Its purpose is to help readers gain a clearer perspective on money and develop a healthier understanding of wealth and stewardship.