Blog

Explore our insights, advice, and tips on navigating the modern financial landscape. From current events to helpful retirement planning guidance, get the information you need from our blog library.

Big Beautiful Bill: Estate

As H.R. 1 – more commonly referred to as the “One Big Beautiful Bill” was hotly debated in Congress, much of the talk revolved around how the many aspects of the legislation would combine to impact the country’s spending and deficit as a whole. Now that the bill has been signed into law, there are… View Article

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Big Beautiful Bill: Medicare

If you are one of the 68.6 million current beneficiaries of Medicare benefits, the months of discussion on the recently passed “One Big Beautiful Bill” likely filled your news feed with all kinds of information. Now that the legislation is settled, here is a helpful guide to show what did – and didn’t – make… View Article

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How Does New Legislation Impact Your Tax Bill?

The first half of 2025 was filled with plenty of reports of what legislation would be enacted with a new presidential administration. While there are still many items being discussed, July’s passing of H.R. 1 (formerly know as “One Big Beautiful Bill”) has locked in some significant new policies that everyone should be aware of… View Article

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