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® | Jan 24, 2025 | Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, IRA/Roth IRA, Retirement Accounts, Student Loans, Taxes
Navigating Tax Season: HighlightingTax Deductions Search for: Tax season is here and doing taxes can be overwhelming. However, by understanding a few key concepts and utilizing available strategies, you may be able to plan ahead to minimize your tax burden for 2025....
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 25, 2023 | Financial Planning, Insight, Student Loans
Federal Student Loan Payments Resume Search for: Federal Student Loan Payments Kick-In. For many federal student loan borrowers, the end of the pandemic-related payment pause is fast approaching. Beginning in October, many of these borrowers will be required to resume...
