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 Wealth Wednesday

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Big Changes in the New Tax Bill: What it Means for You Thumbnail

Big Changes in the New Tax Bill: What it Means for You

A major tax bill signed on July 4th brings some important changes for 2025 and beyond. In this blog, we break down what’s new—like bigger standard deductions, expanded SALT caps, and new senior tax breaks—along with what’s staying the same. Whether you're planning for retirement or just want to make smart tax moves, this post gives you clear, easy-to-understand insights to help you prepare.

Tax Planning Financial Planning
Key Retirement Ages You Should Know: What to Do at 50, 55, 59½, and Beyond Thumbnail

Key Retirement Ages You Should Know: What to Do at 50, 55, 59½, and Beyond

Are you nearing retirement age or helping a loved one plan for their future? This blog post walks you through the key ages that affect retirement planning, like when you can make catch-up contributions, access your money without penalties, start Medicare, and maximize your Social Security benefits. We’ll keep it simple, clear, and encouraging.

Insights Tax Planning Retirement Planning Social Security Financial Planning