Stock Market Commentary August 2025

Stock Market Commentary August 2025

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...
Tax Benefits for Parents in the Big, Beautiful Bill

Tax Benefits for Parents in the Big, Beautiful Bill

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...
2025 Tax Updates: Key Provisions from the Big, Beautiful Bill

2025 Tax Updates: Key Provisions from the Big, Beautiful Bill

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,...
How to Budget and Plan for a Family Vacation: 5 Practical Steps

How to Budget and Plan for a Family Vacation: 5 Practical Steps

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,...
Stock Market Commentary July 2025

Stock Market Commentary July 2025

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,...