Most families experience taxes in fragments: a 529 plan opened when a child is born, a custodial account started with a grandparent gift, retirement accounts scattered across employers, and estate documents drafted years ago.
Recent geopolitical tensions, ongoing conflicts, and shifting economic data have contributed to increased market volatility in recent weeks.
Michael Hardy has earned honorable mention for the Invest in Others Catalyst Award for his charitable work with Hardy Mendez Angel Fund.
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
In times of market volatility or economic uncertainty, it’s natural to wonder if time-tested strategies still hold up. One of the most frequently questioned—yet most essential—is diversification.