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Tuesday, October 28, 2025
The One Big Beautiful Bill & What It Means for You
Monday, September 22, 2025
Act Your Insurance Age: What to Know at Every Life Stage
Thursday, September 11, 2025
Estate Management Checklist

The One Big Beautiful Bill & What It Means for You

Taxes / Insurance / Insurance Tips
Tuesday, October 28, 2025

If you've heard the buzz about the One Big Beautiful Bill, you might be wondering what it means for you.  Signed into law on July 4, 2025, this new domestic policy package extends key parts of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces several new tax rules that could affect individuals, families, and small businesses in the years ahead.

While some changes take effect right away, others will roll out in 2026 or later.  A few are even temporary.  So, now's a great time to connect with your tax, legal, or accounting professional to see how these updates might shape your financial picture.

Let's take a look at some of the highlights of this bill that could impact most taxpayers.

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Act Your Insurance Age: What to Know at Every Life Stage

Tips & Tricks / Financial Wellness / Insurance
Monday, September 22, 2025

Let's be honest, insurance might not be the most exciting topic, but it's one of the smartest ways to protect your financial future.  Just like your playlist or favorite pair of jeans, your insurance needs will change and evolve as you move through life.

While insurance needs are specific to your unique circumstances; let's walk through the key stages of life and explore how to align your insurance strategy with your financial goals.

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Estate Management Checklist

Tips & Tricks / Wills and Trusts/Estate Planning
Thursday, September 11, 2025

Preparing for the future is an important step you can take today. Establishing a will and organizing key health care and financial documents now can help protect your loved ones and ensure your wishes are carried out.

Use this checklist to guide important conversations and decisions as you begin your estate management planning, so you can be confident your intentions are clearly documented and honored.

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May Lose Value

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