The Trump Administration’s sweeping new tax law, the One Big Beautiful Bill, was officially signed into law on July 4, 2025, bringing with it a wide range of tax reforms…
Tag: financial advisor
What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…
A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…
Common Investment Mistakes and How to Avoid Them
Investing for retirement can be a complex and daunting task, particularly for individuals with substantial assets. The more wealth you have to manage, the higher the stakes, and the potential…
September Is National Preparedness Month: How to Prepare Your Finances for Retirement
September is National Preparedness Month, a time dedicated to helping individuals and families prepare for whatever the future may hold. While the focus is often on emergency readiness, it’s also…
Understanding Annuities: Pros and Cons
As people live longer and the fear of outliving their savings grows, annuities have become an increasingly popular option for providing financial security in retirement. However, while they promise steady…