The dog days of summer brought a whirlwind of economic news, market movements, and shifting consumer sentiment in July. The month was defined by a
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you curious how the One Big Beautiful Bill Act could impact your taxes and retirement plans? In this video, I cover the most important tax changes that may affect retirees and high-net-worth families.
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you planning to retire before age 65 and concerned about health insurance coverage? Ty Bernicke, CFP®, President and CEO, explains how the One Big Beautiful Bill Act (OBBBA) could significantly affect health insurance costs for retirees who use the Affordable Care Act (ACA) or state-run plans before Medicare begins.
What’s in the One Big Beautiful Bill Act? In this financial market update for July 2025, Chief Investment Officer Steve Latham, CFA, CFP®, breaks down the landmark legislation just signed by President Trump and what it could mean for your taxes, investments, and long-term planning.
Trade tensions, particularly between the US and China, continue to be a dominant factor creating uncertainty in the global economy. While there have been temporary truces and adjustments, the underlying effective tariff rates remain historically high.
Are you getting the full value from your financial advisor?
In this video, Ty Bernicke, CFP®, President & CEO, explains what to look for when hiring or firing a financial advisor, and how to tell if you’re truly receiving the value you should be.
Are tariffs and market volatility impacting your investments? In this financial market update for June 2025, Chief Investment Officer Steve Latham, CFA, CFP®, unpacks the latest developments in U.S. tariff policy and what recent stock market drawdowns mean for investors.
Are you donating to charity every year but not seeing any tax benefits? In this video, Ty Bernicke, CFP®, President & CEO, explains how you can unlock significant tax savings by using a strategy called “charitable stacking”-even if your annual giving hasn’t reduced your taxes in the past.
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