Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-check for social security recipients. On investing topics, we review current market conditions, whether you should change your investment philosophy, and actions to take advantage of a market downturn. Plus, we review tips on how to plan for your furry family family members in your estate plan. Click here to read the newsletter.