The One Big Beautiful Bill Act (OBBBA) has introduced some of the most significant tax and planning changes in years—bringing a mix of permanent rules, temporary opportunities, and deadlines that directly impact year-end decisions. As we approach December 31, now is the time to evaluate which provisions can benefit you, what adjustments should wait, and what opportunities will disappear if not acted upon this year. At our firm, we’re helping clients navigate these changes wi

cpa, tax, taxes, financial planning, tax, Taxes

2026 Tax update

ChartTalk: Inflation is taking a bite out of people’s wallets. But some products are seeing greater price increases than others. The infographic breaks down inflation by a variety of products.

October has a curious reputation rooted in market history. The Crash of 1929 (a 13% selloff on Black Monday and 12% on Black Tuesday, according to Federal Reserve History), the Crash of 1987 (a 22% selloff in October per MarketWatch data), and the financial crisis of 2008 (a 17% decline in October) have all contributed to the month’s spooky reputation.

As the U.S. population continues to age, the demand for long-term healthcare is expected to rise steadily. Yet, it’s a topic many prefer to avoid, and in some cases, neglect to plan for, despite its growing importance. While statistics vary, anywhere between 60% and 70% of us will one day need assistance with long-term care, according to the U.S. Department of Health and Human Services. What does long-term care include? How might long-term care be described? Costs may include

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Bank Rate Cuts, Federal Reserve, Interest Rates

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Defined benefit plan, retirement

It’s Econ 101. When you buy one thing, you’re giving up the opportunity to buy something else. Here we look at the opportunity cost of buying a daily cup of coffee—instead of investing that pocket change into high-flying stocks.

ChartTalk: The U.S. leads the world in production of oil and natural gas. And now, fully 30% of U.S. production is exported to other parts of the globe. See the infographic for details.

Financial Planning, IRA, obbba, one big beautiful bill, One Big Beautiful Bill Act, Retirement, roth ira, tax, Taxes, trump account, trump accounts

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The One Big Beautiful Bill Act creates a new savings vehicle for families with children born before 2028. The new ‘Trump Accounts’ offer an opportunity for many families to save money for some of their children’s future expenses. But they also carry complications and should be considered carefully. The 2025 One Big Beautiful Bill Act (OBBA) introduced a new child savings vehicle known as “Trump Accounts.” With a federal $1,000 seed deposit for eligible newborns and various c

As we head into the second half of 2025, staying on top of the latest tax brackets, deductions, credits, and retirement contribution...

This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data...

Aggressive tariff policies triggered significant market volatility amid a sharp early April selloff, which was followed by a sharp...