By Brian Bloxom, ChFEBCSM You’ve worked hard to build your retirement savings, whether it’s been through decades of contributions or through other means. Now, as you approach the next phase of your financial journey, it’s essential to strategize wisely to optimize the benefits of your nest …
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Estate Planning at Every Stage of Life
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 …
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 …