Jonathan Rob Royal - Liberty Capital Management

We’re continuing our Monthly Focus Series, designed to bring you clear, practical, and timely financial insights each month.
This month, we’re focusing on Tax Filing and Cash Flow Review. The goal is to help you make smart financial decisions after you file your taxes and set yourself up for the rest of the year.
Your tax return is more than paperwork. It is a valuable tool that can help you adjust your withholdings, refine your financial plan, and use your money more intentionally.
Each month, we spotlight one key planning topic and break it down in a way that is easy to understand and actionable for your goals.
From tax insights to investment check-ins and long-term planning strategies, our goal is simple. To help you stay informed, confident, and proactive about your financial future.
Be sure to follow along so you don’t miss what’s next.
[email protected]

We’re excited to introduce our new Monthly Focus Series, designed to bring you clear, practical, and timely financial insights each month.
This month we are highlighting Retirement Contribution Push, helping you make the most of your retirement savings before the April tax deadline.
Every month we will spotlight one key planning topic and break it down in a way that is easy to understand and actionable for your goals.
From market updates to retirement strategies, tax planning tips to long-term wealth building, each post will focus on what matters most right now.
Our goal is simple. To help you stay informed, confident, and proactive about your financial future.

Be sure to follow along so you do not miss what’s next. [email protected]

Snowing in the sunshine near Bishop, CA. Great couple of days skiing Mammoth Mountain with my lovely bride last week.

2026 Tax Changes Explained: Part 3 of 3

This post wraps up our 3-part series on 2026 tax changes. In the first two posts, we covered income taxes, standard deductions, and updates to deductions, credits, and investment taxes.

In this final post, we’re focusing on retirement planning, Social Security, Medicare, and estate planning. These updates affect long-term planning, retirement income, healthcare costs, and legacy strategies.

This series isn’t about filing your taxes yourself—it’s about understanding the changes, knowing what questions to ask, and seeing where planning opportunities may exist.

Tax updates are coming in 2026, and there’s a lot to know. We’re breaking it down into a 3-part series to make it easier to follow.
This is Part 1. Stay tuned for Parts 2 and 3 where we’ll cover retirement, investments, and planning considerations.

Today we honor Martin Luther King Jr. and his incredible legacy. MLK Day is officially recognized as a day of service. It’s a time to volunteer, give back, and serve our communities in honor of his vision for justice, equality, and opportunity.

Celebrating our 37th anniversary!

Season 43 of skiing Mammoth Mountain together; 37 years of marriage. Life is good! ❤️⛷️

Seeing the effective ex*****on of military operations in Venezuela and Iran over the past year makes me proud to have contributed to flight testing earlier versions of several of the systems involved, including the B-1B, F-16, MH-60 special operations variants, the AC-130 gunships, and precision ground penetrator “bunker buster” munitions. U.S. Air Force Flight Test Center, Edwards AFB, CA.