Managing New Tax Changes to Optimize Your Financial Plan Taxes are always complicated — but 2026 adds a few important new twists. Several tax law changes are taking effect at…
Using Behavioral Finance to Set Investor Expectations The last few years have been good to investors. Really good. Strong market returns have lifted portfolios, strengthened financial plans, and created a…
For many family business owners, the company is the family’s identity — and its primary source of wealth. Years of reinvested profits, sweat equity, and emotional investment create a powerful…
As the holiday season begins, it’s a good moment to pause and appreciate what has gone right—both in life and in the markets. Investors naturally focus on risks, but this…
Most people think Medicare is simple—you hit 65, sign up, and start enjoying the coverage you paid into for decades. But there’s a sneaky surprise waiting for many retirees: a…
Recent collapses like Linqto and Bluerock remind investors that private markets carry hidden risks. Mendel Money Management explains how to approach these opportunities with clarity, balance, and professional guidance.
Balancing Long-Term Goals with Short-Term Market Swings One of the biggest challenges for investors is balancing long-term goals with short-term market moves. Market rallies and downturns alike can create pressure…
On July 4th, a new tax law—the One Big Beautiful Bill Act—was signed into law. While the name might sound lighthearted, the changes are very real and could affect your…
Social Security has been at the heart of retirement planning for nearly 90 years. As the population ages and finances tighten, questions about its future continue to grow. While it…
When I discuss estate planning with clients, I typically begin by asking what kind of legacy they wish to leave. And nine times out of ten, they hesitate. Not because…
