The One Big Beautiful Bill Act (OBBBA) makes many favorable tax provisions from the Tax Cuts and Jobs Act permanent, including lower tax rates, higher standard deductions, and expanded credits. It introduces key changes like increased SALT deduction caps, enhanced child and dependent care credits, and new deductions for car loan interest and seniors. Understanding these updates is essential for effective multi-year tax planning to optimize your financial decisions under the new law.

Paying taxes is as much of a nuisance in retirement as having a bad pickleball partner. Make sure to plan for and submit your required tax estimates during the year and take advantage of some tips and tricks to avoid penalties and to perhaps optimize your income potential.

The SECURE ACT 2.0 provides tax minimization opportunities for some taxpayers and creates burdens for others. Having more flexibility is great, but does that increased flexibility benefit you? We will help you understand and navigate the SECURE ACT 2.0 changes and what it means for your specific situation.

SuperAgers are my superheroes in retirement. They maximize their life because they intentionally focus on staying physically active, seeking out challenges that expand their minds, and developing and enhancing their relationships.

Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

Many investors are concerned with the effect of election results. Do past results suggest a useful strategy to deal with election-year uncertainty? The answer is yes, but not as you would imagine. Vote with your ballot, not with your life savings.

No man should be on an island. Tom Hanks proved this. Surrounding yourself with a team of mentors, coaches, friends, or advisors can help you find the best version of yourself either during your working years or in retirement.