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New Charitable Giving Tax Rules Coming in 2026
by
Camille Blomdahl
Director of Client Services
WealthTrace
If charitable giving is part of your financial plan, upcoming changes to federal tax rules could affect how much of your generosity is deductible.
Full story
Navigating Social Security's Uncertain Future
by
Camille Blomdahl
Director of Client Services
WealthTrace
With Social Security’s future uncertain, individuals should take steps now to build financial security.
Full story
Many Baby Boomers are not Ready for Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
Older adults can boost financial stability by setting clear retirement goals, using tax breaks, and leveraging financial planning tools for better decision-making.
Full story
How Tariffs Affect The Economy
by
Camille Blomdahl
Director of Client Services
WealthTrace
Financial markets are experiencing volatility due to concerns over rising costs, potential retaliatory tariffs, and broader economic slowdown.
Full story
What to do When Stocks Are Down
by
Camille Blomdahl
Director of Client Services
WealthTrace
Whether you're a seasoned investor or just starting out, knowing what to do when your stocks are down can make the difference between panic-driven mistakes and smart, calculated moves.
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