by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jun 25, 2026 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Taxes
Launching Your Kids in a High-Cost World The numbers tell a story most adults feel. Cost of living is going up. Grocery, energy, and fuel prices are meaningfully higher than just a few years ago, and U.S. home prices have climbed well above $400,0001. It’s been...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 26, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Retirement Accounts, SEP IRA, Taxes
Taxes: Planning is a Year-round Endeavor We’ve spoken about taxes many times in the past, and taxes are not an April-only event. Not only can legislation drive immediate changes, but within legislation updates, changes can trickle out over time. Case in point: The...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Apr 20, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Retirement Accounts, Student Loans, Taxes
Free Money for Your Baby? What Parents Need to Know About Trump Accounts If you have a child born between 2025 and 2028, or are expecting one, there’s a new government benefit worth knowing about. The Working Families Tax Cuts Act under the OBBBA created a new type of...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jul 25, 2025 | Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, Lifetime Gift and Estate Tax Exemption, Social Security, Sustainable, Taxes
One Big Beautiful Bill Act: How might it Impact You? Search for: Much has been written about the provisions of the new OBBBA (One Big Beautiful Bill Act) legislation and what that means for your personal tax situation. Given that, we are focusing only on what we feel...
