As we head into 2026, investors, families, and business owners are all wondering the same thing: What’s coming next? The markets have had a strong run, technology and AI continue to change at lightning speed, and interest rates are easing. We break down three big themes as we head into the new year.
With 2026 on the horizon, now is a great time for investors and retirement savers to stay informed about the updates that could influence their financial strategies. This includes changes to retirement plan and HSA contribution limits, gifting rules, and the latest Social Security and Medicare adjustments.
We get it. You filed your taxes and you don’t want to have to think about it again until next year. But this is exactly the time you should start thinking about how to plan for the year! Here are effective ways to help you minimize the amount of taxes you pay in 2025 and beyond.
At North River Wealth Advisors, we believe that a personalized and transparent financial planning process lays the foundation for success. Our 2-step approach is designed to help us understand your unique needs and goals while ensuring we’re the right fit for each other. Here’s what you can expect during our Initial Consultation and Discovery Meeting.