News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
Understanding Medicare Planning: IRMAA, Costs & Key Retirement Decisions
For most retirees, healthcare represents the single largest and least predictable expense in retirement, potentially totaling hundreds of thousands...
How the Housing Market Shapes the Broader Economy & Your Financial Picture
For most households, a home is far more than just a place to live — it is typically their most significant financial asset, their largest monthly...
Why Donating Appreciated Stock May Be More Tax-Efficient Than Selling It
If you own appreciated stock, donating it instead of selling may be a more tax-efficient way to support the causes you care about. By gifting...
Q1 2026 Market Update: Geopolitics, Oil Prices & Volatility
This Q1 2026 market update reviews key trends shaping the economy, including stock market performance, oil price volatility, and shifting economic...
Tax Season Financial Planning: How to Evaluate Your Cash Flow
Tax season is about more than reporting what you earned. It’s one of the best opportunities all year to step back and focus on financial planning....
Can I Create a Roth if I’m Over the Income Limit? – Backdoor Roth IRA: How It Works, Pros & Tax Considerations
A backdoor Roth IRA is a strategy that allows high-income earners to contribute to a Roth IRA by converting a traditional IRA. While it may be a...
Retirement Planning
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...
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...
What Is Financial Independence—and How Can You Achieve It in 2025?
What does financial independence mean to you? For some, it’s retiring early to travel the world....
Tax 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...
Is Your Money Working as Hard as You? A Strategic Approach to Evaluating your Investment Portfolio
Curious whether your investment strategy is truly optimized? This in-depth blog post from Kyle Wetters, CFP® explores five advanced strategies to enhance investment performance through intelligent planning, portfolio review, and fiduciary advice.
Investment Management & Financial Markets
How OPEC, Tariffs, and Record Highs Intersect with Long- Term Investing
Markets continue navigating geopolitical conflict, rising energy prices, and tariff uncertainty. This commentary explores how macroeconomic events influence markets — and why maintaining a disciplined long-term investment strategy remains important during periods of volatility.
How the Housing Market Shapes the Broader Economy & Your Financial Picture
The housing market plays a critical role in both the broader economy and your personal financial picture. From home prices and mortgage rates to household debt and long-term wealth, understanding these dynamics can help you make more informed financial decisions.
Q1 2026 Market Update: Geopolitics, Oil Prices & Volatility
This Q1 2026 market update reviews key trends shaping the economy, including stock market performance, oil price volatility, and shifting economic...
Estate Planning
Financial Transformation: A Pre-Retiree Couple’s Journey with Tenet Wealth Partners
In the heart of Champaign, Illinois, where the bustling university town meets the serene Midwestern landscape, John and Sarah Thompson found...
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...
A Comprehensive Year-End Guide to Roth Conversions
As the year draws to a close, many investors will find themselves considering beneficial planning strategies, especially those that may provide...
Cash Flow Planning
“One Big Beautiful Bill” Has Passed – Key Tax Changes & What It Means for Individuals, Businesses, and the Deficit
Following extensive deliberations, Congress has enacted comprehensive tax and spending legislation that President Trump signed into law on...
Unveiling the Social Security Fairness Act
In a historic move, the Social Security Fairness Act became law, marking a transformative shift in how those with pensions across the United States...
Empty Nest, New Opportunities: Boosting Financial Planning When the Kids Leave Home
When the kids are off to college, your home—and budget—suddenly feel different. This phase offers a unique window to re-prioritize goals and...
Business Owners / Executive Planning
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...
The ABCs of Retirement Plans for Business Owners: Choosing the Right Fit for You
As a business owner, your financial future depends not only on how well your business performs today, but also on the decisions you make to prepare...
What Is a Fiduciary? Understanding Our Duty to Act in Your Best Interest
When it comes to managing your wealth, few terms carry more significance than "fiduciary." Choosing the right financial advisor is one of the most...
Insurance Planning
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Charitable Planning
Maximizing Tax Benefits and Charitable Impact: Your Ultimate Guide to QCDs
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want...
Charitable Giving and Tax Savings: A Guide to Utilizing Donations to Reduce Your Taxable Income
Are you looking for a way to give back to your community while also reducing your taxable income? Look no further, because we have a guide to...
Personalizing Your Philanthropic Goals With DAFS & QCDS
When working with clients who are charitably inclined, it’s fun for our team to support them in their efforts to give! Tenet Wealth Partners...
Medical Professionals
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