Breaking Down the New “Big Beautiful” Tax Breaks
On our nation’s 249th anniversary, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The 1,000-page bill deals with many aspects and sectors of our economy, including […]
Category Archives: Retirement
Plan Wisely. Give Generously. Leave a Legacy.
Estate planning isn’t just about distributing your assets—it’s about stewarding your gifts with wisdom and intention. Faithward Advisors and our estate planning partner Aevitas Law can help you think ahead, […]
What will your retirement look like?
Planning for a fulfilling retirement is a journey that requires foresight, discipline, and informed decision-making. The latest State of Retirement Planning study offers encouraging insights: a significant majority of retirees […]
Sunsetting the Tax Cuts and Jobs Act
One of the most defining pieces of legislation spawned during the Trump Administration is the Tax Cuts and Jobs Act (TCJA). Enacted in 2017, the legislation aimed to lower the […]
What is Medicare?
Sometimes, taxes can feel like death by a thousand paper cuts. One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]
Pensions: Lump Sums or Timed Payouts?
If you are one of the lucky few who will receive a pension from your employer when you retire, the options can sometimes feel overwhelming. These options may include taking […]
The Added Value of Working with an Advisor
You may have seen the news that the financial services industry is experiencing a trend towards index funds–passive fund management options in which the holdings of a portfolio mirror the […]
