On August 22nd, 2025, Federal Reserve Chairman Jerome Powell addressed the annual Jackson Hole Economic Symposium. During his remarks, he noted that the Federal Reserve is considering a reduction in interest rates during its next meeting on September 17 due to...

Parents often want to give their kids a financial head start but which type of account is best? We review non-qualified accounts, custodial accounts, 529 plans, and new tax-advantaged options. When we have a client who is set up for a successful retirement, we often...

Whether you are a college student or a career changer, it can be a very difficult decision when choosing what field you want to pursue and work in for potentially the next 30+ years. We believe your career choice is one of the most significant factors that influence...

With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands many of the provisions originally introduced under the 2017 Tax Cuts and...

On Independence Day 2025, President Trump signed the Big, Beautiful Bill into law. This blog, among other content, will be used to help relay some of the important changes to our clients. This post will highlight some of the benefits that are geared towards parents...

On July 4, 2025, President Trump signed into law the Big Beautiful Bill, a comprehensive legislative package introducing significant changes to the federal tax code. This legislation marks a new phase in national fiscal policy, with implications for income deductions,...

We believe summer is the perfect time to make memories, take a break from the daily grind, and enjoy quality time with your loved ones. But without the right planning, a family vacation can become more stressful than relaxing. In this post, we break down a simple,...

During the weekend of June 22nd, 2025, the United States became involved in the Iran-Israel conflict by deploying over 125 aircraft, including seven B-2 Stealth bombers, to strike select nuclear sites in Iran using “bunker buster” munitions (ABC News). This event,...

There are plenty of different types of life insurance that may be available to you, so how do you know which is the most suitable? This blog will break down what we believe are the most common types of life insurance policies. As always, everyone has a unique...

We have seen the FIRE movement become a more popular goal among our clients, and we have also seen it posted online more in recent years. Due to the rising popularity we have seen, we felt it would make for an interesting blog topic for those unfamiliar with it. FIRE...

Over the past few weeks, the tariff negotiations have been a rollercoaster ride at best. Regarding Europe, on May 25th, the administration extended the deadline from June 1st until July 9th before a 50% tariff went into effect for European Union members (Reuters – EU...

The process of Roth conversions is a very popular topic when we are speaking with clients. We have seen that a common goal among our client base is to pay as little as possible in taxes to the federal government throughout their retirement. Performing a Roth...

In our experience, a credit score can be the first step an individual may take down the path of financial planning. A strong credit score can be an early financial goal when applying for a loan, whether it is applying for a credit card, student loans, or possibly a...

In February, after the administration announced Tariffs on China, Mexico, and Canada, many US business owners decided to front-end load import purchases to potentially avoid Tariffs. This helped cause GDP to be negative in the first quarter at -0.3% since Imports are...

As parents, we can understand the importance of supporting our children’s goals and encouraging them to explore their interests and pursue their dreams. However, as financial advisors, we also understand that sometimes there needs to be a limit to what is allowed. We...