News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
How Advanced Estate Planning Can Maximize Family Wealth Transfer
For many people, accumulated wealth represents far more than just a financial figure. It reflects years of dedication, careful saving, and personal...
Mid-Year Review & Outlook: Key Insights for the Second Half of 2026
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, this has rarely been more applicable than during the...
Making Financial Decisions with Confidence
Financial information has never been more accessible. Market updates, social media commentary, podcasts, newsletters, headlines, and financial...
Earnings for All Seasons: Investing Through Market Cycles
While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So,...
What Financial Independence Really Means
For many people, financial independence is often framed as a number—a savings milestone, retirement target, or investment benchmark to achieve. But...
Portfolio Perspectives: Tech Stocks, IPOs, and the Impact of Elevated Interest Rates
The S&P 500 recently surpassed 7,600 for the first time, marking another milestone in a year that has seen many new all-time highs. This...
Retirement Planning
Can I Create a Roth if I’m Over the Income Limit? – Backdoor Roth IRA: How It Works, Pros & Tax Considerations
If your income exceeds Roth IRA contribution limits, a backdoor Roth conversion may offer a strategy to fund a Roth IRA indirectly. Here’s how it works and what to consider.
Your Emergency Fund: How Much Is Enough?
Unexpected expenses happen. An emergency fund can help reduce financial stress and provide stability. Here’s how to determine how much you may need.
Debt Stress: How Financial Debt May Impact Your Health | Tenet Wealth Partners
Debt stress doesn’t just impact your finances—it can affect your physical and mental health. Learn how to recognize the signs and take steps toward financial clarity.
Tax Planning
Navigating Tax Law Changes for 2026 Tax Planning
Significant tax law changes taking effect in 2026 may impact retirement contributions, deductions, and Social Security taxation. Understanding how these updates fit into your broader financial plan can help you identify opportunities and avoid unintended consequences.
How to Use a Health Savings Account (HSA) to Maximize Tax Benefits
Many people think of a Health Savings Account (HSA) as simply a way to pay for medical expenses, but its true potential extends far beyond that....
2026 Investment Outlook – 7 Themes to Watch Next Year
The stock market appears poised to achieve double-digit gains for the sixth time in seven years. Apart from the inflation-induced decline of 2022,...
Investment Management & Financial Markets
Mid-Year Review & Outlook: Key Insights for the Second Half of 2026
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, this has rarely been more applicable than during the...
Making Financial Decisions with Confidence
Financial information has never been more accessible. Market updates, social media commentary, podcasts, newsletters, headlines, and financial...
Portfolio Perspectives: Tech Stocks, IPOs, and the Impact of Elevated Interest Rates
The S&P 500 recently surpassed 7,600 for the first time, marking another milestone in a year that has seen many new all-time highs. This...
Estate Planning
Year-End Financial Worksheet for High-Earning Professionals: Optimize Wealth & Set Strategic Goals for 2026
The end of the year isn’t just for holiday parties and reflection—it’s also the perfect time to take a strategic look at your finances. For...
Navigating the “Great Wealth Transfer”: Opportunities for Strategic Financial Planning
"Life affords no greater responsibility, no greater privilege, than the raising of the next generation." This profound observation by former United...
Hybrid Life and Long-Term Care Insurance: A Flexible Solution for Future Care Needs
Planning for long-term care is one of the most overlooked aspects of retirement. It’s uncomfortable to think about, but the financial impact of...
Cash Flow Planning
Prevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial...
Best Financial Gifts for Kids and Grandkids This Holiday Season
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts...
When Life Changes, So Should Your Financial Plan: 5 Key Times to Reevaluate
Life rarely moves in a straight line. Careers evolve, families grow, goals shift—and each of these transitions can have a major impact on your...
Business Owners / Executive Planning
What the Recent Fed Rate Cut Means for Investors
The investment adage "don't fight the Fed" emerged in the 1970s and remains increasingly relevant today. This concept emphasizes that Federal...
Is Real Estate a Good Investment in 2025?
Real estate has long been a cornerstone of wealth-building strategies, prized for its ability to generate passive income, hedge against inflation,...
Navigating the OBBBA SALT “Tax Torpedo”
At Tenet Wealth Partners, we understand the shifting tax landscape can be daunting—especially when new legislation includes hidden pitfalls. The...
Insurance Planning
Hybrid Life and Long-Term Care Insurance: A Flexible Solution for Future Care Needs
Planning for long-term care is one of the most overlooked aspects of retirement. It’s uncomfortable to think about, but the financial impact of...
Retirement Planning: Are You on Track for a Tax-Smart Exit?
Retirement isn't just a date on the calendar. It's an impactful life transition that requires intentional, skillful, and proactive...
Tenet’s Top 25 Planning Tips for 2025
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you...
Charitable Planning
Tenet’s Top 25 Planning Tips for 2025
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you...
Year-End Charitable Giving and Top 5 Strategies Overview
As the year draws to a close, many individuals and families turn their attention to charitable giving. This end-of-year focus on philanthropy isn't...
Year End Charitable Giving: How to Maximize Your Impact and Tax Benefits
As the year draws to a close, many individuals and families find themselves reflecting on their financial decisions and contemplating ways to make a...
Medical Professionals
Preserving Your Success: Why Physicians Need Tailored Financial Advice from Trusted Advisors
As physicians, your success is a result of years of hard work, dedication, and expertise. Your primary focus is on providing exceptional medical...
Reducing Your Tax Bite: Tax-advantaged Strategies for Dentists
Article originally appeared in Dental Economics, the world's leading print and digital practice management journal for the dental profession. Click...
Why Dentists Need a Specialized Financial Advisor: A Comprehensive Overview
With the complexities of managing a dental practice, dentists often find themselves juggling patient care, business operations, and financial...