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

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.

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

retirment, roth, roth ira, Savings, sep ira, simple ira, tax

Defined benefit plan, retirement