Advisor Blog

Prepare for the Changes from the One Big Beautiful Bill: What Can I Do?   Written by: Vincenzo G. Testa, CPA, CFP®, ECA The One Big Beautiful Bill (OBBB) takes effect in 2025 and brings some of the most significant tax changes in years. While much of the law aims to simplify taxes, the real…

The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth   Written by: Harmony Wagner, CFP, CPWA   Many young professionals in their working years focus on building their wealth. As retirement approaches, the impact of taxes narrows the focus to maximizing the after-tax value of one’s wealth. With required minimum distributions on the…