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September 08, 2025
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
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