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As your advisor, we want to provide perspective on what the “One Big Beautiful Bill” means for you and your financial planning. As you have likely seen, President Trump signed the major new tax and spending bill into law after Congress approved it. This is a comprehensive tax and spending bill, with over 900 pages,…
DetailsAs we move into the final stretch of the year, markets are climbing in the face of mixed signals from the economy and politics. Economic data remain uneven—growth is holding up, but the labor market has softened. Trade and tariff policy remain unpredictable, immigration flows have slowed, and the effects of tighter monetary policy in…
DetailsWhat Is a Donor-Advised Fund? A Donor-Advised Fund is a charitable giving account that allows you to contribute assets today, receive an immediate tax deduction, and recommend grants to qualified charities over time. You can think of it as a personal foundation without the administrative burden. Key Features and Benefits • Immediate Tax Deduction in Year…
DetailsMost people think they have to leave their job before they can move money out of their 401(k) but that’s not always the case. If you’re over age 59½ and still working, many retirement plans allow what’s called an in-service rollover. This little-known strategy lets you roll over some or all of your 401(k) funds…
DetailsAs we move into the second half of 2025, markets are contending with a mix of geopolitical tensions, shifting trade dynamics, and slower U.S. economic growth. Tariffs and trade negotiations with countries like China, India, and the U.K. continue to dominate headlines, and the resulting uncertainty has added a layer of volatility to global markets.…
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Understanding Qualified Higher Education Expenses for Your 529 Plan We wanted to address some common questions regarding what qualifies as “Qualified Higher Education Expenses” for distributions from a 529 Plan. Understanding these guidelines is crucial to ensuring that you maximize the benefits of your 529 Plan. Allowable Expenses The following expenses are generally eligible…
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