One Big Beautiful Bill Act
As we officially hit the halfway mark in 2025, it is hard to overlook the major news hitting our screens every single day. As many of you likely saw, President Trump signed the One Big Beautiful Bill Act (OBBBA) on the Fourth of July, which introduced significant changes to our tax code effective immediately. Spanning…
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Countdown to Retirement: Timing Is Everything
Whether you’re decades away or counting down the years, hitting specific financial checkpoints at different stages will help ensure a smoother transition into retirement. Here’s a quick, decade-by-decade guide to help you stay on track. YOUR 50s: Now is the decade to assess where you stand financially and determine what adjustments are necessary to meet…
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Fact or Fiction? The Truth About Social Security
Social Security is a vital part of retirement planning for millions of Americans. Yet, misunderstandings about how it works can lead to costly mistakes. Understanding the facts can help you make better decisions and maximize this essential benefit. Myth 1: Social Security Will Cover All My Retirement Needs Social Security replaces only about 40% of…
Read More → Summer Tax Tune-Up: 5 Tips to Help You Save
Summer isn’t just for vacations and barbecues — it’s also the perfect time to revisit your tax strategy and set yourself up for a smoother, more stable year ahead. Here are five essential mid-year tax tips to keep your finances in top shape. 1. Adjust Tax Withholding and Payments Changes in income — like starting…
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Economic Indicators of 2025: Know What to Navigate
Retirement planning never stops. As 2025 pre-retirees may find it crucial to stay informed about economic trends that could affect their finances. Watch and listen for these keywords in the news to understand — and navigate — potential impacts. • Inflation – Projections suggest that while inflation may stabilize, costs will still weigh heavily on…
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From The Founder: Congratulations Matthew and David!
So many months out of the year can remind us of one big idea: December’s focus around Christmas. Much of October is leading toward Halloween; and January reminds of new beginnings as we start a new year. And then there’s April. Ah, poor April. This unlucky month is forever tied to the stress of tax…
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Bank on Thanks: How to Practice Gratitude in Your Financial Life
When applied to our financial well-being, gratitude can help shift our focus from scarcity to abundance, fostering a healthier relationship with money and reducing financial stress. So, how do we practice financial gratitude? Here are some easy and practical suggestions for getting started: Maintain a Gratitude Journal: Start writing daily entries about positive financial experiences…
Read More → From The Founder: Wall Street’s Never-Ending Search for More Profits
We talk frequently about how we are proud to be an independent firm that puts our clients first. The reason this matters so much to us is because there are so many ways that companies seek to profit from you in the world of finance. Even with that in mind, I recently found myself floored…
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Chill Out: Ways to Save This Winter!
For many, winter months can be especially expensive. Due to higher heating and energy use, gift-giving, festive events, and healthcare for seasonal illnesses, everyone is looking for effective waves to save money. So, how can you save money during the winter? In winter, flights and accommodations typically become more affordable due to decreased travel during…
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