Greetings from Omaha!
Anyone else ready for fall? After an unseasonably warm September in the Midwest our family is ready for fewer mosquitos and a little less humidity outside. At least we have this little guy to keep us entertained!
As for this month’s articles, we focus on tax strategies, the rise of concierge medicine, and the new WSJ college rankings as we enter the final quarter of the year. I know for many of you college is top of mind in the near future, and it’s always interesting to see where different schools stack up.
Remember, we’re here to serve you. Recently a number of clients have asked if we have space in our practice for additional clients or if we’d be willing to meet with family and friends. Here’s the bottom line: if someone is important to you then they are important to us. We are always open to meeting and helping however we can – whether that’s bringing them on as a Mint Hill client or finding the right fit elsewhere. Please don’t hesitate to introduce us to anyone you think could benefit from an independent, fiduciary perspective.
Until next time,
Tyler Anderson
![]() | The 2026 Best Colleges in America: Stanford, Babson and Yale Take Top SpotsThe Wall Street Journal/College Pulse rankings focus on how well colleges set their graduates up for financial success |
![]() | There’s a New Tax Break for ‘Concierge Medicine.’ Should You Go for It?The U.S. has a growing number of health concierge practices —subscription plans that turn doctors’ offices into membership clubs. Starting next year, patients in some direct primary-care practices will be able to use their health savings accounts to pay membership fees. |
![]() | Here Are Things You Can Do This Year to Trim Your Tax Bill Next YearDeferring or avoiding income can prevent you from creeping into the next higher tax bracket, and this year the next tax law gives you extra incentive. |
![]() | Left Your 401(k) Behind After A Job Change? It Could Cost You A Small Fortune In RetirementLeaving a 401(k) at a former employer could shrink your nest egg. These steps could help protect your retirement and boost savings. |
![]() | Wealthy Families Look Past Volatility for Strong Investment ReturnsSome family offices are picking direct investments that will drive returns, according to a survey. Even within private-equity funds, families tend to prefer riskier categories. |
![]() | How to Set Up ChatGPT’s New Parental ControlsThis guide to OpenAI’s feature, launching Monday, will walk you through steps you can use to make your child’s account safer. |
![]() | Meet the Travelers Who Visit the World’s Most Dangerous PlacesSomalia and Afghanistan might not be at the top of your travel list. But for these travelers, the risks are dwarfed by the rewards of getting way off the beaten path. |
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