The One Big Beautiful Bill Act of 2025 (OBBBA) contains a number of tax breaks for parents. Here's a summary of what's in the bill for families, including planning...
As you get older, so do your parents and grandparents. And at some point, the need for support and transition becomes unavoidable. If you're lucky, the shift happens gradually....
Tax myths can spread quickly, leading to costly mistakes or missed opportunities. Here are several common tax myths along with best practices to help you stay grounded in reality.
Myth: Moving...
If you're planning to retire within the next few years — or you’ve recently retired — market volatility may feel especially unsettling. After years of saving and planning, you're...
As a freelancer or contractor, at some point you may wish to incorporate and be taxed as an S corporation. Here’s a closer look at the process of becoming...
With the passage of the One Big Beautiful Bill Act (OBBBA) of 2025, there's the ability to receive a deduction for overtime pay from your federal tax obligation. Here's...
Finding your personalized financial strategy starts with your definition of a richer, more intentional lifestyle
Living richly is far more nuanced than a set of financial milestones. It’s about crafting...
With the uncertainty in the marketplace, now is a good time to review the rules surrounding investment losses. This knowledge can help minimize your tax obligation next year. This...
We’re happy to announce our newest advertising sponsor, Jessy Harb of Edward Jones. She is passionate about helping individuals and small businesses understand how to effectively put their money...
With kids now back in college, the fact of higher educational costs is impossible to ignore. As you or your child navigate campus, you are now in position to...
Comprehensive Wealth Management (CWM), a family-owned financial services firm offering holistic and individualized investment management and financial planning, announced last month that Brian Lockett, CFP®, lead advisor and vice...
If you use an installment sale to help sell property, you can benefit from tax deferral and possibly lower your overall tax bill. But you need to watch out...
The One Big Beautiful Bill Act (OBBBA) makes tip income tax-free. But as with any new tax law, the fine print matters, and some of these details still need...
The recently passed One Big Beautiful Bill Act (OBBBA) addresses some tax law uncertainty while creating several benefits impacting your 2025 tax return. One of these benefits is a...
You don't need to survive on sodium-packed ramen or become a full-time coupon clipper to shrink your grocery bill. In the age of rising food prices and shrinking portions,...
Many parents rely on piggy banks and birthday cash to teach kids about money. But more are now turning to custodial accounts – a hands-on way for children to...
Here are several of the most common tax questions and their answers. But like most things, there can be exceptions, so if in doubt always ask for help.
What happens...
Ever catch yourself mid-call with the doctor or your internet provider, only to hang up and find your notepad full of squiggles, stars and mystery objects? No, you weren't...
You put your phone down. Close your laptop. Step away from the smart speaker. You think you’ve hit pause, that the lights go out and the gadgets sleep. But...
