By Brian Bloxom, ChFEBCSM Do you wonder if estate planning is just for older folks or the rich? Think again! Whether you’re starting your career in your 20s or enjoying a peaceful retirement, estate planning is important for everyone. But here’s a shocker from a 2024 survey: only 32% of …
Blog
2025 Tax Sunset: What You Need to Know and How to Prepare
By Brian Bloxom, ChFEBCSM Many laws set in place from the 2017 Tax Cuts and Jobs Act (TCJA) are expiring in 2025, which could lead to big tax changes for individuals and businesses. As the 2025 Tax Sunset approaches, Sentinel Wealth Partners is here to help our clients stay informed and make …
Can a Financial Advisor Facilitate a Happy Marriage?
By Brian Bloxom, ChFEBCSM Love, loyalty, and shared aspirations are vital for a joyful marriage. But what about financial harmony and peace? Money discussions often spark tension and strain in relationships, with financial disagreements ranking among the top causes of strife between married …