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  1. Home
  2. Archived Blog
  3. July 2026

July 2026

Top Five Year-End Planning Moves to Consider

Submitted by M Katharine Collins, LLC on July 13th, 2026

As the end of the year approaches, it's an opportune time to review your financial status and make strategic decisions that can impact your financial well-being in the coming year. Implementing certain financial moves before the year ends can potentially save you money, optimize your taxes, and set a solid foundation for the future.

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Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy

Submitted by M Katharine Collins, LLC on July 13th, 2026

April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being.

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