The One Big Beautiful Bill Act (“OBBBA”), signed into law on July 4, 2025, represents one of the most comprehensive overhauls to the tax code in years. Its provisions touch many areas of individual and business planning, but for many taxpayers – especially those who give to charity – the biggest changes are in how […]
On July 4, 2025, President Trump signed into law the One Big, Beautiful Bill Act (“OBBBA”). OBBBA includes the largest tax overhaul since the Tax Cuts and Jobs Act of 2017 (“TCJA”), and it will affect almost every individual and business in the United States. The provisions in the new law go into effect on […]
As a millennial myself, I can testify that the idea of reading an article about my generations’ financial fears does not necessarily peak my positive interest. Whether you find yourself dealing with one or many of these fears, it can feel daunting. However, I implore you to stay engaged for the hopeful strategies after we […]
Last summer, I reflected on the idea of choosing your own path in retirement—symbolized by my decision to not play from the green tees during a golf tournament. That moment sparked a deeper realization: retirement isn’t a one-size-fits-all destination. It’s a journey, and it should be one you design intentionally. Recently, my wife Cathy and […]
June is Healthy Aging Month A time to celebrate all the ways we can stay active, engaged, and thriving as we get older! “This is 75” — A Powerful Tribute to Aging with Purpose Aging isn’t just about getting older — it’s about growing stronger, embracing new possibilities, and living life to the fullest. To […]
Navigating college planning is much like navigating life—being informed and prepared is your best strategy. If you are a family looking to support your child(ren) in their academic pursuits, here are a few key points that will help in strategically planning for the future. Time Is of the Essence When it comes to college planning, […]
When we hear the word “retirement,” we almost synonymously think 401(k). What if you don’t have a 401(k)? Can you still invest and plan for retirement? While a 401(k) is largely the most popular and well known of retirement plans, it is not by any means the “be-all and end-all” of retirement savings. There are […]
I often get asked, “When do you plan to retire, Robin?” It’s a question that catches me off guard because I genuinely enjoy what I do. Finding solutions that enhance my clients’ financial well-being is incredibly fulfilling. I sometimes wonder, especially now that Warren Buffett has announced his retirement, if he faced the same question […]
The deadline for most individual taxpayers to file their tax return is April 15, 2025. As this date approaches, many people look for last-minute strategies to lower their taxable income and maximize savings. It’s also a great time to begin planning for the current tax year. In this article, we will provide you with crucial […]
Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]