Reading Time: 2 minutesReading Time: 2 minutes The potential income tax changes of the One Big Beautiful Bill Act are a subject of curiosity for many Americans. Here are the points we believe will have the most impact. Extension of TCJA 2017 tax rates The Bill would make permanent the lower tax rates that were initially put into place by […]
What does the Big Beautiful Bill mean for me? Read More »
Reading Time: 3 minutesCognitive decline is a sad condition that many families are challenged by, and our hearts go out to all those affected. If you or a loved one are experiencing this, here are some things you can do that will help make the task of managing your finances easier despite the obstacles that prevail. Know the
Managing cognitive decline Read More »
Reading Time: 1 minuteLiberation Day, which occurred last month, and its economic effects are the question on everyone’s mind. In this month’s newsletter we review what the experts say about the major ways the tariffs are likely to have an impact. Here are the key points. Tariffs may come and go, but like all forms of political uncertainty
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Reading Time: 2 minutesThis year has been unlike the last few recent ones in terms of heightened market volatility, despite economic fundamentals staying solid. Despite the bearish sentiment, we see resilience in the economy and we believe recession fears are still unfounded at this point. Hang on tight, take a deep breath, and relax! Here are our thoughts.
Market volatility – take a breath and exhale! Read More »
Reading Time: 4 minutesJust when you thought the waters could not get any frothier, the tax laws are changing in 2026! Read this article to learn about the sunset of the estate tax exemption and what it may mean for you. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your
Get ready for the 2026 estate tax changes – everything you need to know! Read More »
Reading Time: < 1 minuteIdentity theft and financial fraud can happen in seconds and take years to remediate. The best cure is prevention. Here are some steps you can take to protect yourself. Secure your digital footprint Use the following tips to protect yourself online. Exercise caution with sensitive information Shred sensitive documents, and keep any file cabinets locked.
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Reading Time: 4 minutesMost people assume that when it’s time to retire, they’ll be desperate for every dollar they can scrounge up. It’s a pleasant surprise when someone finds themselves at the point when they have to take Required Minimum Distributions (RMDs) – age 73 in 2025 – but they don’t actually need the money to support themselves.
Yikes! I had to take RMDs but I don’t need the money yet! Read More »
Reading Time: < 1 minuteIn our January newsletter we present an overview of some of the changes to Required Minimum Distributions, or RMD’s, that will be happening in 2025. It’s important to have a proper financial plan in place, so that you can get a handle on how much retirement income you’ll be receiving in any given month. You
IRA changes for 2025 Read More »
Reading Time: 3 minutesThere were many valuable insights from the book “Die with Zero” by Bill Perkins. Here’s a crash course on the book and why we like it. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your tax return: traps to avoid Retirement Account Contribution Amounts – 2024 changes!
Our take on “Die with Zero” Read More »
Reading Time: 2 minutesHere’s a quick summary of what we’ve been seeing in the market this year and what it may mean for you. This year we witnessed: While the future can never be predicted, it looks like a Trump presidency will be positive for the economy and markets. As we’ve discussed in past newsletters, we would expect
