Blog
OBBBA investment and tax planning opportunities.
The recently passed bill, One Big Beautiful Bill Act (OBBBA), offers many people important investment and tax planning opportunities.
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Tax Act 2025: Something for Everyone
There’s something for everyone in the One Big Beautiful Bill Act of 2025. In fact, the Tax Foundation calculated that the new law avoided a tax hike on 62 percent of tax filers in 2026. In dollars and cents, that works out to almost...
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The Cycle of Investing
When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it's a good time to review some common terms that you may be hearing that describe today’s financial markets. The first is...
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IRA to Roth Conversion
If you are considering an IRA conversion to a Roth, each individual has many variables to consider, and it is recommended that you discuss this with a proper tax professional prior to making a conversion.
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