The “One Big Beautiful Bill” Act and Your Finances
President Trump signed into law on July 4 the One Big Beautiful Bill Act (OBBBA), or, for those who prefer a less flamboyant name, H.R. 1 for the 119th Congress. As the name implies, it’s a big, wide-ranging piece of legislation, and while there are some provisions that will please many taxpayers, there are others […]
Taking Stock of Your Financial Legacy
In many ways, all of us are on the same journey through life. We all seek significance; we all desire to benefit the world in some way; we all want to provide for and care for those people who are most important in our lives. As we go through life, though, each of us travels […]
The Crucial Role of Beneficiary Designations
When it comes to estate planning and ensuring your loved ones are cared for after you’re gone, wills and trusts often get the spotlight. However, there’s an often-overlooked tool that can be just as powerful: Beneficiary Designations. Designating beneficiaries on accounts like IRAs, 401(k)s, bank accounts, annuities, and life insurance policies is a straightforward process, […]
Your Retirement and Your Pets: <br>Are You Ready? Are They?
We are approaching National K9 Veterans Day: March 13, 2022 marks the 80th anniversary of the founding of the US Army K-9 Corps in 1942. At that time, US Secretary of War Robert P. Patterson gave official approval to the program, initially established to train and provide sentry dogs for military supply posts. Since then, […]
