Aldrich Wealth Surpasses $7 Billion in Assets Under Advisement
Aldrich Wealth has reached a significant milestone, exceeding $7 billion in assets under advisement for the first time in the firm’s history. This achievement reflects the firm’s continued commitment to guiding business owners, corporate executives, and families through the complexities of personal and professional financial planning. “Our ability to grow as a firm reflects our… Read more Aldrich Wealth Surpasses $7 Billion in Assets Under Advisement
Charitable Giving Rules Are Changing in 2026: What to Know and What to Do Before December 31, 2025
Effective January 1, 2026, the One Big Beautiful Bill Act (OBBBA) reshapes how individuals deduct charitable contributions. Several changes are favorable for broad participation, while others trim deductions for higher-income households. Planning before year-end 2025 can significantly improve outcomes. What’s Changing in 2026 Universal (above-the-line) charitable deduction for non-itemizer Beginning in 2026, taxpayers who take… Read more Charitable Giving Rules Are Changing in 2026: What to Know and What to Do Before December 31, 2025
Closing Out 2025: Financial Planning Strategies to Consider Before Year End
The final months of the year often bring a flurry of activity and an opportunity to pause and take stock of your financial picture. Recent updates under the One Big Beautiful Bill Act (OBBBA) and upcoming tax changes for 2026 make this a good time to revisit your financial plan and consider whether any adjustments… Read more Closing Out 2025: Financial Planning Strategies to Consider Before Year End
5 Moves Business Owners Should Make Before December 31
Year-end is your chance to turn business success into long-term personal wealth by acting on taxes, retirement, and planning before December 31. With major tax law changes from the new OBBBA, now is the time to align your business and personal strategies for maximum advantage. Below are five moves to consider before the calendar turns…. Read more 5 Moves Business Owners Should Make Before December 31
2026 IRS Plan Limits
The IRS has released Notice 2025-67 highlighting the changes for 2026 Plan Limits. We’ve summarized the most relevant 2026 plan limits for your employees below and linked them here. The full update for you as the Plan Sponsor is summarized below and in the 2026 IRS Plan Limits document linked here. NEW FOR 2026 – The SECURE Act… Read more 2026 IRS Plan Limits
Beyond the Premium: Why Property Insurance is an Essential Part of Estate Planning
When purchasing a home, homeowners insurance is typically purchased to protect the property against loss. Yet few people realize property and casualty insurance plays an essential role in estate planning. It’s more than a box to check, it’s a safeguard for your assets, lifestyle, and legacy. Many individuals focus on premiums and price when evaluating insurance policies. However, alignment between your insurance strategy and your estate plan is just as crucial… Read more Beyond the Premium: Why Property Insurance is an Essential Part of Estate Planning
Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
LAKE OSWEGO, OR, November 4, 2025 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5 billion in assets under management (AUM), today announced Kathy Peterson, CPFA™, AIF®, CRPC®, Director of Corporate Retirement Plans, has been recognized by the National Association of Plan Advisors (NAPA) as one of the 2025 Top Women of Excellence for… Read more Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
What to Do with Cash on the Sidelines
Few financial choices feel as comfortable as holding cash. Whether it’s in a savings account, money market fund, or tucked away purely for peace of mind, cash provides a sense of security. Yet comfort can be costly. Too much cash, or cash held for the wrong reasons, can quietly diminish purchasing power and wealth over… Read more What to Do with Cash on the Sidelines
Q3 2025 Market Commentary + Outlook
Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more Q3 2025 Market Commentary + Outlook
Final IRS Regulations on Catch-Up Contributions: What Actually Changes and When
The IRS has finalized regulations that explain how two SECURE 2.0 Act changes to catch-up contributions will work in practice. Catch-up dollars are the extra amounts people age 50 or older can put into a 401(k), 403(b), or governmental 457(b) each year. The headline changes are simple: some higher earners will have to make those… Read more Final IRS Regulations on Catch-Up Contributions: What Actually Changes and When
What is a Trump Account? A New Federal Tool for Building Your Child’s Financial Future
As part of the One Big Beautiful Bill Act (OBBBA), the federal government has introduced a new long-term savings vehicle: Trump Accounts. Designed to help families invest in their children’s future, these accounts offer tax-deferred growth, broad funding eligibility, and a one-time federal contribution for eligible children born between 2025 and 2028. While technical guidance… Read more What is a Trump Account? A New Federal Tool for Building Your Child’s Financial Future
The Silent Vault of Digital Assets
In addition to traditional assets, such as bank and brokerage accounts, real estate and personal property, your balance sheet should also include your digital assets. The term ‘digital asset’ might conjure thoughts of cryptocurrency, but the scope is much broader. From PayPal and Venmo balances, to photo storage subscriptions, digital wallets, email accounts, and even… Read more The Silent Vault of Digital Assets
