Calander Wealth

09/03/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

09/01/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

08/28/2026

Although International Dog Day has passed, the appreciation never does. Today, we're recognizing the dogs who greet us with enthusiasm, stay by our side through every season, and remind us to enjoy life's simple moments.

08/27/2026

Planning for Medicare starts with understanding your options. Join us for Understanding Medicare from A to D and gain valuable insights into benefits, enrollment, and coordinating coverage.

🔗 Learn more and register: https://bit.ly/4d3ZmwC

08/12/2026

Today, we recognize the creativity, curiosity, and potential of young people everywhere. The next generation inspires us with fresh ideas, boundless energy, and the courage to dream big.
We're especially grateful for the young people in our lives who remind us to see the world with wonder, embrace new opportunities, and never stop learning.

Happy to all the future leaders, innovators, and changemakers! 💙

08/04/2026

07/28/2026

Earning more can create more opportunity... and more tax traps.

For many households, the biggest surprises do not come from one obvious mistake. They come from several rules working together; deduction phaseouts, AMT exposure, charitable planning limits, and reduced value from itemized deductions.

On their own, each may seem manageable. Together, they can meaningfully affect what you actually keep.

If you’d like a second set of eyes on your tax planning strategy, feel free to reach out.

https://buff.ly/TkowDsJ

07/24/2026

More young adults are staying home longer. That’s not failure. It’s today’s reality.

The real question is whether the support helps them move forward or creates dependency.

For many families, the goal is to help intentionally through clear expectations, financial boundaries, and a timeline that supports both generations.

If this is part of your family’s reality, it may be worth having the conversation now.

https://buff.ly/QomnFRD

07/22/2026

The real goal isn’t to work more hours. It’s to make what you’ve already earned buy back your time.

07/20/2026

Medicare looks back two years when determining certain premiums.

So a Roth conversion, sale of appreciated investments, or large retirement withdrawal may improve the long-term plan while also increasing Medicare costs for a period of time.

That does not make the move wrong. It makes timing and coordination more important.

Before making a major income decision, it may be worth reviewing the Medicare impact too.

https://buff.ly/xlwO5U3