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From the Desk of Todd Wike

From the Desk of Todd Wike

Deb and Hudson Twice as nice! Deb excitedly welcomed her second grandchild in just 8 weeks. Her daughter, Rachel, gave birth to Hudson Bennett Burke, on June 17. He and his cousin, Luke, already have Deb (aka “Mamma”) wrapped around their little fingers!...
Summer WorthWhile

Summer WorthWhile

A publication of thoughtful insight dedicated to the life well planned.   Download your copy of the Summer WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information...
Rising rates, inflation and your pension plan options

Rising rates, inflation and your pension plan options

Deciding on annuitized payments versus a lump sum takes some tricky math. With the SECURE Act 2.0, required minimum distributions (RMDs) are getting a lot of media attention. Pundits discuss strategies for what to do at certain ages, and how market volatility and...
Netiquette for digital natives

Netiquette for digital natives

The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case. Preparing the next generation for everything, even deterring cybercriminals or tracking down lost devices, is still the responsibility of older...
As the tax law sunset nears, review savvy gifting solutions

As the tax law sunset nears, review savvy gifting solutions

Things to know before estate tax laws sunset in 2025. On January 1, 2018, the Tax Cuts and Jobs Act (TCJA) added provisions to the tax code to reduce income tax burdens. Many, however, weren’t permanent. That’s why December 31, 2025, will be an important day, with 23...
Strawberry-Cabernet Barbecue Sauce

Strawberry-Cabernet Barbecue Sauce

YIELDS: 2 cups PREP TIME: 20 minutes TOTAL TIME: 24 minutes Ingredients 1 tbsp. canola oil ½ medium onion, chopped Kosher salt and freshly ground black pepper 4 oz. strawberries, trimmed and quartered (about ¾ cup) ½ c. Cabernet Sauvignon ⅓ c. apple cider vinegar ¼ c....