The recently passed One Big Beautiful Bill Act (OBBBA) introduces significant changes affecting a broad spectrum of taxpayers. My aim is to help you anticipate how this legislation will impact your own financial planning—whether you’re a homeowner, parent, student, retiree, business owner or high-income employee. Let’s break down the key provisions and what they mean. ... Read More.

Are RSUs a mystery to you? Restricted Stock Units are a popular perk for employees and give you an ownership stake in the company you work for. But how do RSUs work? Let’s go over a few things about this form of equity compensation. RSUs by themselves are not stock. If your company gives you ... Read More.

You might wonder how your investments add up. How do they compare to other investments? Sure you are adding money to your account and you see your account grow but does that mean the investments themselves are growing effectively? In the news we often hear about the performance of the “S&P” and the “Dow Jones” ... Read More.

Even though the inflation rate has eased from the June 2022 high of 9.1% to a current rate of 3.1%, we continue to feel inflation’s effect on our budget. What is most important is how we react to it. Effective strategies can turn inflation from a foe into a catalyst for financial growth and stability. ... Read More.

Finding the right financial advisor can be challenging. Just about anyone can call themselves a financial advisor, since there is no regulation of the title and no standard that has to be met in order to use it. This means that your search can leave you sifting through a confusing mess of service models, fee ... Read More.

There is plenty of buzz out there about passive income. I hear it from clients. I hear it from friends. I see blog posts and social media posts and even major news outlets enchanted by the idea of passive income. It’s easy to understand why. Investopedia defines passive income as “money being earned regularly with ... Read More.