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Kineke Gibson Wealth Management Newsletters

Summer 2026 Newsletter

Our summer newsletter focuses on helping families prepare for the upcoming school year with practical financial planning tips, including budgeting, education savings strategies, tax planning opportunities, and updates to 529 plans that expand qualified expenses and increase the annual K-12 distribution limit. It also highlights the importance of establishing medical and financial powers of attorney for college students once they turn 18, ensuring parents can assist in emergencies when needed. It concludes with personal updates from the Kineke Gibson Wealth Management team, sharing summer travel, family activities, and community experiences.

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Winter 2026 Newsletter

The Winter 2026 newsletter provides important updates on 2025–2026 tax changes, including revised tax brackets, retirement plan contribution limits, Social Security thresholds, charitable giving rules, and education-related tax benefits. It also reminds clients of upcoming tax document mailing dates and announces that clients enrolled in eDelivery will now receive tax documents electronically rather than by mail for faster, more secure access. The newsletter concludes with personal updates from the Kineke Gibson Wealth Management team and their plans for the year ahead.

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Securities, investment services, annuity and insurance products are offered through D.A. Davidson & Co., member FINRA/SIPC. Although clients may discuss taxes, accounting and estate planning with their D.A. Davidson Financial Professional, D.A. Davidson does not give tax, accounting or legal advice, and clients must verify all information with their tax advisor, accountant and/or attorney. D.A. Davidson Financial Professionals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. The information in this web site is not investment or securities advice and does not constitute an offer. Neither the information, nor any opinion contained in this site constitutes a solicitation or offer by D.A. Davidson or its affiliates to buy or sell any securities, options or other financial instruments or provide any investment advice or service. Some content on this site is provided by a third party and may not necessarily reflect the expertise of this Financial Professional.

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