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Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
Read more: Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, made permanent the current federal income tax brackets, which were set…
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Financial Planning Corner: But I Won’t Live that Long…
Read more: Financial Planning Corner: But I Won’t Live that Long…The average U.S. life expectancy is now around 80 years. We hear this statistic all the…
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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?For many, the decision on a primary beneficiary is straightforward. It is a person with whom…
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Secure Act 2.0 – What you NEED to know
Read more: Secure Act 2.0 – What you NEED to knowJust prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…
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Get Paid for Home and Car Upgrades
Read more: Get Paid for Home and Car UpgradesThere are tangible ways you can personally benefit now and into the future from the Inflation…
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MY BEST ADVICE WILL NEVER GROW OLD
Read more: MY BEST ADVICE WILL NEVER GROW OLDI am taking the liberty in this Commentary to repeat advice I have given in my…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
Read more: Inflation, Recession, Bear and Bull Markets: Facts and AdviceA bear market is a period of time during which securities prices drop by 20% or…
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Bear Market Planning Moves
Read more: Bear Market Planning MovesWe have all felt some level of discomfort with the market plunge this year. There could…
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Higher Prices and Inflation-Part II
Read more: Higher Prices and Inflation-Part IISince our last Commentary, a lot has changed on the inflation front. At that time, we…
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Is Your Cheaper Premium Worth It?
Read more: Is Your Cheaper Premium Worth It?Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot…