President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, after months of deliberation in the
House and Senate. The legislation includes multiple tax provisions that will:

According to the Federal Reserve's Survey of Consumer Finances, taken every three years, slightly more than one in five U.S. households had received an inheritance as of 2022. If you expect to receive an inheritance one day, these tips may help you better manage your financial windfall.

Don't Leave Money on the Table -- Check for Your Unclaimed Treasury Bonds

More than $39 billion in U.S. savings bonds have matured and remain unredeemed - and some of that money could belong to you or a family member.

Title fraud is a growing risk for homeowners. This type of fraud occurs when a scammer forges documents to transfer ownership of a property without the owner’s knowledge or consent, potentially leading to serious financial and legal consequences. Thankfully, homeowners can...

Are you thinking of getting married or divorced? If so, consider December 31, 2024, in your tax planning. Here’s another planning question: Do you give money to family or friends (other than your children...

With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each candidate is laying out what they stand for...

Navigating the loss of a partner is a painful experience. In today’s environment where privacy and security can restrict access to only account holders, there are some key actions...

Staying in-state for college in Arizona offers numerous advantages, especially when it comes to merit scholarships based on high school performance. Both Northern Arizona University (NAU) and...

N*O*T*H*I*N*G Online is Private!
Sharing exciting moments in our life is wonderful, but there is no reason to help the cyber criminals to your information. Even by limiting your account to people you know; other people may share your posts with strangers. Here are some tips...

In the competitive landscape of business, attracting and retaining top talent is crucial for sustained success. For business owners and high-performing employees alike, a Non-Qualified Deferred Compensation plan can be a powerful tool that...

In the world of finance, as in martial arts, adaptability is often the key to success. Renowned martial artist Bruce Lee once said, "Be formless, shapeless, like water." This philosophy of adaptability can be applied to the world of investing, where...

Since March 2011, the Social Security Administration ceased mailing annual benefits statements. Consequently, many individuals have deferred dealing with this matter, often relegating it to a later date. However, reviewing your statement can...

Stocks have had a tremendous run since last fall (at least until yesterday), with four straight positive months, a series of record highs for the S&P 500, and, finally, one for the Nasdaq, and a more than 20% advance for both indexes.

When stocks do this well, we inevitably hear warnings about high valuations...

As young families start to grow, the focus of many financial decisions becomes the immediate need for housing, childcare, increased expenses and sometimes going from a two-income household down to one. While the thought...

In June 2022, we posted an article titled “I” For Inflation. Is an I Bond a Good Options for Me? At the time, this low-risk investment that was yielding 9.62%. An I Bond is a US Treasury issued savings bond that pays a base rate of interest plus...

As a Certified Financial Planner and a father of three, I have the privilege of helping numerous middle-aged families navigate the complexities of financial planning. Over the years, I've found that there are several key steps...