What’s Changing with OBBA and How Does It Affect You?
Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.
Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.
Traditional retirement planning’s “three-legged stool” of Social Security, pensions, and personal savings is weakening as benefits shrink and individuals face greater responsibility for funding their own retirements. To address this shift, a new model adds post-retirement work as a fourth leg, emphasizing that successful retirement requires a holistic approach that balances financial security with meaningful life goals beyond money.
This overview explores how the questions we ask—both externally and internally—shape our thoughts, actions, and experiences. Drawing on Marilee Adams' Change Your Questions, Change Your Life, it highlights the power of shifting from a judgmental "Judger" mindset to a curious "Learner" mindset to foster personal growth, empowerment, and positive transformation.
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
This blog will provide guidance on the documents needed to to be able to legally assist your children in case of medical emergency or financial decision making while they're away from home.
