Retirement Planning: Shifting Your Mindset from Saver to Spender

Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Planning early and often can provide peace of mind. Learn more.

2025-05-21T08:25:00-04:00May 20, 2025|Categories: Wealth Management, Retirement|Tags: |

House Ways and Means Committee Releases Draft Tax Bill

The House Ways and Means Committee has released a new draft tax bill that would extend several provisions from the Tax Cuts and Jobs Act (TCJA), many of which are set to expire in the coming years. The proposal includes new and expanded incentives for businesses, updates to individual tax rates and deductions, and a range of temporary relief measures scheduled to run through 2028.

2025-05-19T11:06:52-04:00May 19, 2025|Categories: Tax: Business, Tax: Individual|Tags: |

Retirement Is Not Just About Wealth. It’s About Well-Being.

Before deciding to retire, it’s essential to ensure financial readiness. There are several opportunities and risks to consider before retirement. Learn the most common considerations.

2025-05-20T13:44:54-04:00May 13, 2025|Categories: Retirement, Wealth Management|Tags: |

Navigating Tariff Uncertainty in the Construction Industry

New tariffs on construction materials are adding pressure across the industry, driving up costs and making it harder to plan. As trade policy continues to change, contractors and developers are facing tighter budgets, supply chain delays, and new uncertainty around project timelines. Staying flexible and proactive is key to managing the impact and keeping work on track.

2025-05-06T09:46:17-04:00May 6, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: , |

Strengthening Cybersecurity in State and Local Government

Cybersecurity is a growing issue for local governments. As attacks on public systems increase, municipalities face greater pressure to protect essential services with limited resources. Practical strategies can help strengthen defenses, reduce risks, and maintain public trust.

2025-05-05T10:51:12-04:00May 5, 2025|Categories: State and Local Government, Cybersecurity|Tags: , |

Safeguarding Donor Data: A Cybersecurity Guide for Nonprofits

Securing donor data is essential for nonprofits to maintain trust and sustainability. This article covers key strategies, including threat identification, data management, staff training, and incident response. Learn how to safeguard valuable information and sustain your impact.

2025-04-10T09:06:17-04:00April 16, 2025|Categories: Cybersecurity, Not-for-Profit, Risk Advisory|Tags: , |

How to Comply with SEC Cybersecurity Disclosure Requirements

Learn about cyber security incident disclosure, what the SEC is doing to ensure compliance, and what your company can do to properly address and comply with these disclosure mandates.

2025-04-04T14:38:15-04:00April 9, 2025|Categories: Cybersecurity, Risk Advisory|Tags: |
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