You’ve built a successful business through hard work, smart decisions, and relentless focus. Revenue continues to grow, your client base remains strong, and your reputation in the marketplace keeps improving. From the outside, everything signals a thriving business. But behind that success lies a critical question that many business owners
On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. This new bill brings sweeping changes to the U.S. tax code, for individuals and for business. OBBB extends many provisions of the 2017 Tax Cuts and Jobs Act (TCJA), as well as introduces new deductions, credits, and
Buying a new home marks one of the biggest financial decisions you will ever make. While the process can feel exciting, it also requires a clear understanding of your financial situation. Many buyers begin house hunting without a solid grasp of how much they can truly afford. If you want
DOWNLOAD THE PDF In our last Quarterly Newsletter, we focused much of our time and attention on what happened in early April with the tariffs and the postponement of the tariffs. So, just like the market ignored that and pressed onward and upward, we will only lightly discuss the beginning
Student loans affect millions of Americans and often linger long after graduation. If you have student debt, you might wonder whether you should pay it off as quickly as possible. The answer depends on several factors, including your financial goals, income, and the interest rates on your loans. Here’s a
The second quarter started out rocky with an over 10% drop in all major markets due to tariffs posed by the USA in the first 2 weeks. Luckily the tariffs were paused and the markets quickly recovered. International Developed Stocks led the way with a return of 12.05%, followed closely
College costs continue to rise, and families across the country feel the financial pressure. What once seemed manageable has become one of the largest long-term expenses for parents and students. Tuition, housing, meals, books, and other fees increase year after year. Preparing for college now requires more than just hope.
When it comes to saving for retirement, one of the biggest decisions you’ll make is whether to contribute to a traditional (also known as “tax-deferred”) 401(k) or a Roth 401(k). Both options offer valuable tax advantages, but they work in very different ways. Choosing the right option depends on your
With the year halfway over, your time to ensure your 2025 taxes are paid is growing shorter. The last thing you want is to not pay enough taxes during the year and end up owing additional taxes when you file your tax return in April – and, to make matters
When you become a parent, you will likely start to do everything in your power to set your child up for success. For some parents, this might include opening and funding an investment account for their children. However, before parents decide to go down this route, they should familiarize themselves