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...
Tariffs: What They Are, Why They Matter, and How They Affect Your Wallet Search for: Since the start of the Trump administration, tariffs have been in the news. Early in his presidency, tariffs were imposed on goods from Canada and Mexico. On April 2nd, 2025 the...
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....
Planning for The New Year – Financial Updates for 2025 and a Fraud Alert Reminder Search for: As we ring in the New Year, it’s time to think about how you can make strategic money moves that are effective in enhancing your personal finances as well as protecting...
Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
The Presidential Election and the Stock Market Search for: Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to...
