One Big Beautiful Bill - A Planning Perspective
Like all things with Washington, OBBB has the good, the bad and the political virtue signaling - let’s review the 5 areas of broadest impact from a financial planning perspective.
Use November to Finalize Year-End Success and Plan for 2025
Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?
Mastering the College Admissions Process
Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.
Financial Aid Changes To Impact This Fall’s College Applications.
Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Peak Earnings Years Are Your 50’s - Your Parents Maybe, You… Not So Much.
Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.
Secure Act 2: Electric Boogaloo?
Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Ten Years Gone: People Evolve, Plans Should Too.
A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.