Options for Long-Term Care Planning
An older couple I know has been caring for their mother (in-law) with Dementia for more than two years. She recently finished her race. I know that caring for their […]
Category Archives: Saving
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 […]
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 […]
Be Wary of Unemployment Scams
Seasons of vulnerability and increased market volatility are a prime time for scammers on the hunt for victims. Unfortunately, there are two newly arising scams that you should know about, […]
Busting Misconceptions about the Wealthy
For many of us, becoming wealthy may seem as improbable as winning the lottery. Millionaire status is sometimes fun to imagine, but it may also feel impossible to attain, due […]
Don’t sweat the 529 regret
The benefit of 529 college savings plans is the opportunity for tax-deferred investment growth, and tax-free withdrawal, provided that the money is allotted for higher education purposes. It’s no secret […]
