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Retirement contribution limits are higher in 2026—but some new rules come with them. Brendan walks through the key updates in the first Coffee with Waymark  of the year. Find out: the new 401(k) contribution limits for 2026 why ages 60–63 can contribute even more how much you can gift tax-free in 2026 what the new catch-up rules mean for you  Hey, thanks for joining me on the first 2026 Coffee with Waymark. Today we're gonna talk about the changes that have been made to contr

The “One Big Beautiful Bill” just reshaped your 2025 tax return. Brendan breaks down how the new deductions and refund changes could save you thousands.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term.