WEALTH INSIGHTS

PUBLICATIONS

WEALTH INSIGHTS

We regularly share our insights online, spanning wealth planning resources and educational content, from financial planning milestones to generational wealth. We also share our thoughts on the macroeconomy and our personal interests.

Beyond that, we publish our commentaries on a quarterly basis, in which we share our perspective on the state of the financial markets and our thoughts on investing.

Learning About Wealth, Establishing Wealth, Preserving Wealth, Transferring Wealth Eivind Holum Learning About Wealth, Establishing Wealth, Preserving Wealth, Transferring Wealth Eivind Holum

QUICK REFERENCE: 2026 KEY FINANCIAL NUMBERS

18 may 2026 - alina carlson

 

There's a lot to keep track of when it comes to personal finances, and the IRS doesn't make it any easier by changing the numbers every year. We’ve put together our Quick Reference with the key 2026 figures in one place, from retirement contributions to gifting limits to tax brackets and more.

 
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Establishing Wealth, Preserving Wealth, Transferring Wealth Eivind Holum Establishing Wealth, Preserving Wealth, Transferring Wealth Eivind Holum

READY, SET… GIVE!

21 November 2025 by Alina Carlson

 

This year’s One Big Beautiful Bill Act (OBBBA) is changing the deductibility of charitable donations for both itemized filers and those who take the standard deduction. Therefore, charitable giving is one of those items that warrants staying on the 2025 to-do list, particularly for those who itemize their deductions. While the primary driver for charitable giving should inherently be about supporting an organization that one cares about, taxpayers who itemize have the added advantage of some tax savings.

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