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I hope you’ve been soaking up some wonderful summer days and making great memories!
Late last month, we hosted our Demystifying Dementia webinar—a conversation close to my heart. Dementia impacts not only health, but also families’ emotional and financial well-being.
Our guest experts shared practical ways to recognize early signs, find trustworthy resources, and plan ahead so families can focus on care rather than crisis. The heartfelt feedback we received reminded me why these conversations matter so much. If you'd like to see the presentation slides or share your feedback on the webinar, please click here.
As a follow-up to our webinar, we’ve included a helpful article on aging at home—covering what to prepare for, the potential costs, and available resources. I hope you find it both informative and practical.
And as summer winds down, I’m reminded that change is a constant—whether it’s navigating a new diagnosis, adapting to evolving markets, or preparing for legislative shifts. On the topic of change, the One Big Beautiful Bill (OBBBA) was recently passed, bringing with it sweeping updates to tax, healthcare, and other key areas. You’ll find an article below outlining the key provisions, and we’ll be reviewing the relevant changes with each client individually to assess their impact and determine if any updates to your plan are needed. In the meantime, please don’t hesitate to reach out with any immediate questions.
And, as always, we’ve included Market Commentary from our Chief Investment Officer, Brad McMillan, sharing his insights on last month’s market performance and key economic data.
Lastly, we want to wish the best of luck to all the kids heading back to school, the young adults embarking on their college journeys, and the parents adjusting to a newly quiet (or at least quieter) home. These moments—big and small—are milestones to celebrate and opportunities to plan for.
With Gratitude,
Marianna
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