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...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 26, 2025 | Financial Planning, Insight, Social Security
Social Security: Benefits, Myths, and Key Features Search for: Established in 1935, Social Security is a critical part of retirement planning for nearly 90 years. Funded by payroll taxes, this program provides retirement, survivor, and disability benefits. Today,...
