With the holiday season upon us, it is a good time to take stock of your overall financial picture and consider strategies that may help you prepare for the year ahead. The passage of the One Big Beautiful Act (OBBBA) in July 2025 introduced several tax-law changes that may affect individuals, families and business owners.…
Details
When someone is looking for a financial advisor, they may hear from friends, talk show hosts, or newspaper columnists recommending a NAPFA advisor. However, most people do not know what NAPFA stands for, let alone why NAPFA advisors are often recommended. As NAPFA advisors, we wanted to take this opportunity to tell you about the…
Details
Baby boomers, the generation born between 1946 and 1964, are currently between the ages of 60-78. Most are retired or contemplating retirement. There are several planning considerations for baby boomers to be cognizant of in terms of cash flow and tax planning, both prior to and throughout the retirement years. Retirement Plan Contributions – Baby…
Details