Key Planning and Investment Deadlines- Fall 2025
Download Here- Key Planning and Investment Deadlines- Fall 2025
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OBBBA and 529 Plans
As we kick off the new school year, we believe this is a good time to address some of the important changes that were included in the OBBBA for 529 college savings plans—changes that could significantly affect how families plan and save for education. First, let’s define the two main types of 529 plans. While…
How to Keep Health Care Costs Under Control in Retirement
If you’ve been covered by a generous employer group health plan, you may be in for a rude awakening when you retire. Here are some tricks for keeping health care costs under control after you retire. More here- Health Care Download
Decoding the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased defense spending, Medicaid reforms, energy policy shifts, an increase in the debt ceiling, and enhanced immigration enforcement. Given the scope and complexity of the new law, this review will not be…
Spring 2025- Key Planning & Investment Deadlines
Use this reference to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. Questions? Please do not hesitate to contact us. Summer Key Planning Dates
6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. The attached discusses six documents that you should have in order to protect the wealth and the harmony of the family. Family Legacy Download
Retirement Planning
Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond. After spending decades in the workforce, others eagerly anticipate retirement, dreaming of the day they can leave the office and the working world behind. Retirement represents a significant transition, a milestone marking the close of one…