District Wealth Strategies

09/17/2026

If the unexpected happened, would your loved ones have the financial resources they need? Let’s schedule time to review your protection strategy.

09/16/2026

Did you know your Medicare plan can change for next year even if you don't touch a thing?

Each fall, Medicare Advantage and Part D plans send a letter called the Annual Notice of Change.

It arrives by September 30 and outlines what's different starting January 1: premiums, copays, network doctors, and covered medications.

Most people never open it. A large share of Medicare beneficiaries never compare their options.

Open Enrollment runs October 15 through December 7. Take the time to note what is changing for the coming year.

09/15/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

09/14/2026

U.S. markets declined last week as higher oil prices, persistent inflation concerns, and rising Fed rate hike expectations pushed Treasury yields higher. The S&P 500 fell 0.8%, bonds also posted losses, and consumer sentiment weakened, while strong earnings offered some support. Energy led performance, while gold and Bitcoin declined. Learn more from this week’s market perspective.

09/14/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

09/14/2026

Google co-founder Sergey Brin recently bought a $42 million mansion on Lake Tahoe.

But the most interesting part of the transaction isn’t the private beach. It's the exact state line where the property sits.

The estate is on the Nevada side, in Crystal Bay. The purchase was part of a strategy to shift his permanent residency and corporate holdings out of California ahead of a proposed 5 percent billionaire wealth tax.

Let's be realistic: there probably aren't many billionaires reading this post.

But we have seen clients:

• Move in advance of a major liquidity event to a lower-tax state

• Shift their permanent residence to help manage their taxes

• Evaluate how state-imposed estate and inheritance rules may impact where they live in their later years

Tax strategy is a year-round discipline, not an annual scramble.

Whether you are preparing for a business exit or mapping out your retirement years, we’re here to help.

Any companies mentioned are for illustrative purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Consult your tax, legal, and accounting professional if you are considering a decision in order to manage your tax situation.

09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

09/11/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.