Inside this edition, you’ll find key updates from the newly passed One Big Beautiful Bill Act, insights on retirement lifestyle choices like aging in place vs. downsizing, and a look at how AI is reshaping everyday life. We’ve also included team updates, community impact highlights, and a seasonal recipe for Pumpkin Cream Cheese Muffins. We hope you enjoy reading it as much as we enjoyed putting it together.
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Inside This Issue
2 – From the Desk of Jason Dugan
3 – Team’s Summer Highlights
4 – RV Life or Cruises? Choosing Your Adventure in Retirement
5 – The One Big Beautiful Bill Act
6 – Football, Family & Fall Traditions
7 – Aging in Place or Downsizing
8 – The Evolution of AI: How it’s Changing Your Life and the Future
9 – 5 Myths About Advance Care Planning
9 – Key Dates for Tax Year 2025
10 – In the Community
11 – Pumpkin Cream Cheese Muffins Recipe