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?
If your taxes could talk, what would they say?
Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?
To Convert or Not To Convert: Taxation Is The Question
Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.
Roth Conversion: Wrap Up Your Tax Year
Pay the IRS a tax for the gift of tax-free retirement growth.
Tax planning in September? You should and here’s why.
Now, not December or April, is an opportune time.
(Back To) School Savings - Knowledge on 529 Plans
Seems like yesterday whispering Bowie’s “Changes” as a lullaby, in 12 years our baby is touring colleges and dreaming of possibilities.