Telos Financial

06/23/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/19/2026

Don’t itemize? In 2026, you can deduct cash donations to charity.

You can deduct up to:
🔹$1,000 if filing single
🔹$2,000 if married filing jointly

Donations must be made in cash and sent to qualified organizations. This is a new option for giving back while managing taxable income without requiring itemization.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, May 30, 2025

06/17/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

06/16/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

06/12/2026

Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing.

The updated standard deduction amounts for 2026 will be:
▪️$32,200 for married filing jointly
▪️$24,150 for head of household
▪️$16,100 for single or married filing separately

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

06/10/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

06/09/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

06/09/2026

I was fortunate to meet and have lunch with Emily Roland from John Hancock recently, you may recognize her as she's a regular on CNBC for her great analytical skills. It was great to dig into her economic & market outlook and insights!

05/14/2026

From battling misinformation to staying safe on social media, basic digital literacy is a must for today’s kids. This article offers practical ways you can help your child build smart, safe digital habits early on.

In a world where toddlers are swiping through screens and tweens are building their online personas, young people need to be equipped...

05/07/2026

Teaching children to own their actions is one of the greatest lessons a parent can give. It helps them grown into accountable, self-aware adults. Check out this article on how to guide your child toward taking responsibility.

Learning how to take responsibility is understandably challenging, but here are some tips to help kids stop passing the buck.