Align Wealth Management

10/20/2026

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, we can help.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

10/16/2026

Happy Boss’s Day to Drew!

Drew leads Align with a clear standard: do what’s right, do the work well, and take care of the people around you.

We’re grateful for the leadership, vision and consistency he brings to the team, and for the way he continues to challenge all of us to keep learning, improving and working together.

10/14/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/12/2026

A little time outside with family, fresh air and a four-legged friend.

Hope everyone is making time for a little fun this fall.

10/09/2026

Where would you go if you could plan your next big trip anywhere in the world?

From luxury rail journeys to new ways of exploring by sea, travel continues to evolve. Condé Nast Traveler rounded up some of the trends shaping travel in 2026, and it's giving us plenty of ideas for the bucket list.

Grocery stores, reinvented airport spaces and an obsession with period dramas—we've rounded up the travel experts and editors to share how they're seeing travel shift for the year ahead

10/07/2026

Excellence isn’t one big moment. Around here, it’s usually found in the details.

Returning the call. Preparing before the meeting. Following through on what you said you would do. Taking the extra few minutes to get something right.

Excellence is the first word in our LIVE E.P.I.C.A.L.L.Y. values for a reason.

It’s a standard we ask of ourselves every day.
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10/06/2026

October is Financial Planning Month, and around here, we think the word Align says a lot about what financial planning should be.

Your finances are one part of a much bigger picture that includes your family, career, priorities and plans for the future.

That’s why we believe advice should start with understanding the person sitting across the table.
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10/02/2026

October is here, and we’re ready for it.

Cooler mornings, football weekends, changing leaves and maybe a little too much pumpkin-flavored everything.

10/01/2026

Who we will see at the Harvest Festival this weekend?

Harvest Festival Formerly Known as Reid’s Orchard Apple Festival Now at the Daviess County Lions Club Fairgrounds A New Chapter Begins: Harvest FestivalNow at the Daviess County Lions Club Fairgrounds Farewell to the Apple Festival at Reid’s Orchard For years, Billy and Kathy Reid have orchestra...

09/30/2026

Most investors only think about tax-loss harvesting in December. High net worth investors know that market volatility throughout the entire year creates opportunities to offset gains and rebalance tax-efficiently.

Are you proactively managing tax drag on your portfolio, or just waiting until Q4? Request a complimentary initial consultation now.