Trump Accounts: Quick FAQs
Get clear, up-to-date answers about Trump Accounts under the One Big Beautiful Bill—eligibility, government seed funding, contribution limits, tax benefits, and what is still under clarification
Everything We Know (and Don’t Yet Know) About the New “Trump Accounts”
Trump Accounts, created under the One Big Beautiful Bill, give eligible children $1,000 at birth plus $5,000/year in contributions. Learn how these new accounts grow tax-deferred, when funds can be used, and what families should know for long-term planning.
Quarterly Estimated Taxes: Due Today (September 15, 2025)
Q3 estimated taxes are due today—Sept 15, 2025. Learn who should pay, how much, and the fastest ways to submit to avoid penalties
The One Big Beautiful Bill: What Retirees Over 65 Need to Know
Are you over 65? Learn how the One Big Beautiful Bill impacts your income taxes, Medicare premiums, and retirement planning. Explore strategies to lower taxes and protect your retirement income.
Laid Off? Here Are Your Next Steps
Laid off? Learn the key financial steps to take after a job loss—from reviewing severance and healthcare options to managing your 401(k) and updating your long-term plan. Discover how to regain clarity and confidence in your financial future.
Should You Take an Early Retirement Package?
Considering an early retirement package? Learn how to evaluate if you’ll have enough income, manage health insurance before Medicare, and understand the benefits you may lose. Get expert tips to make a confident retirement decision
Good News for Retired Teachers: Spousal Social Security Benefits Are Back
Retired teachers have long faced reduced Social Security benefits due to outdated rules. Thanks to the new Social Security Fairness Act, those limits are gone. Now, educators may qualify for full spousal or survivor benefits, retroactive payments, and greater financial security in retirement.
The One Big Beautiful Bill and You
Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.
Five Easy Ways to Simplify Your Budgeting Process
This blog shares ways to simplify the budgeting process, including how to incorporate budgeting into the reader’s overall investment strategy.
Which Financial Documents Should You Back Up?
Not sure which financial documents are worth backing up? From tax returns and bank statements to wills and insurance policies, here’s your guide to protecting your financial future.
Will My Social Security Be Taxable Under the One Big Beautiful Bill Act?
The recently passed One Big Beautiful Bill Act (OBBBA) brings major tax relief to retirees. This blog breaks down what the law changes, who qualifies for the new $6,000 senior deduction, how income phase-outs work, and what higher-income retirees should watch for. Learn how these changes might affect your 2025 tax return and how we can help you plan accordingly.
The Psychology of an Inheritance Windfall
This blog will talk about the financial implications and the emotional considerations of receiving an inheritance windfall.