Videos and downloads

Downloadable resources

2026 Key Numbers
2026 Key Numbers which contains the 2026 and 2025 tax rates, schedules, and limits.
Energy Intelligence Brief
A planning guide to compensation, equity, benefits, and retirement decisions for professionals inside large energy organizations.
The Retirement 5-Year Window
Positioning your Final Working Years with Intention
Where Tax Complexity Emerges
Why Compensation and Tax Decisions Deserve Ongoing Coordination
10 Smart Ways to Maximize Your Charitable Impact
10 ways to maximize your charitable giving before year-end deadlines
Start Strong: Your 2026 Planning Guide
This guide offers a simple way to look across your financial life and identify where planning attention may be helpful in the year ahead. It’s not a to-do list, but a high-level review of what’s working and where a closer look could add value.