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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