As summer unfolds, it’s a natural time to reconnect with the people, experiences, and goals that matter most. In this edition of Living Well, you’ll find insights designed to help you navigate the future with confidence while making the most of life’s meaningful moments today. We hope this issue brings inspiration, perspective, and enjoyment throughout the season.
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Inside This Issue
2 – From the Desk of Jason Dugan
3 – Team Highlights
4 – Five Summer Escapes Close to Home
5 – Investing in Artificial Intelligence
6 – Helping Adult Children: Finding the Right Balance
7 – A Mid-Retirement Check-In
8 – Building a Family Legacy, No Matter the Distance
9 – Tips for Healthier Skin as You Age
9 – The Good of Gratitude
10 – In the Community
11 – Honey Chipotle Chicken Skewers Recipe
Recent Insights
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By Tax Season, Some of Your Best Tax Planning Opportunities Are Gone
Discover why some tax planning opportunities expire at year-end and which financial decisions may deserve attention before December 31.
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RMDs, Roth Conversions, and QCDs: What Retirees Should Know
Learn how RMDs, Roth conversions, and Qualified Charitable Distributions may affect retirement taxes, charitable giving, Medicare premiums, and the assets you leave to your family.
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The Final 5 Years Before Retirement Guide
The final years before retirement may be among the most important planning years of your financial life. They deserve to be used well.
