Aug 14, 2025 | Weekly Wrap-Up
Many people hesitate to hire a financial planner because the value seems hard to quantify. After all, it’s not always clear how paying an advisor really translates to tangible results. Whether the Planner charges 1% of your assets under management, or you are working...
Aug 7, 2025 | Weekly Wrap-Up
Cash Back vs. Miles vs. Points: Which Card Is Right for You? (Part 2) In Part 1, we broke down the three major types of credit card rewards: cash back, points, and miles. Now in Part 2, we’ll help you decide which one makes the most sense for your lifestyle—and walk...
Aug 4, 2025 | Weekly Wrap-Up
💵 Cash Back: Simple and Straightforward How it works: You earn a percentage (typically 1%–8%) of your purchases back as cash. This can show up as a statement credit, direct deposit, or check. Types of cash back: Flat rate: Same percentage on every purchase. Tiered:...
Jul 24, 2025 | Weekly Wrap-Up
There’s been a lot of buzz recently about a so-called “big beautiful bill” that promises tax relief for older Americans—especially those receiving Social Security. The headlines sound exciting: a $6,000 “bonus” deduction for seniors and talk of eliminating taxes on...
Jul 17, 2025 | Weekly Wrap-Up
On July 4, 2025, President Trump signed into law the sweeping One Big Beautiful Bill Act (OBBBA)—a colossal tax-and-spending package that extends and expands many of his 2017 tax cuts while rolling back numerous social and energy credits. Let’s take a look at the key...
Jul 10, 2025 | Weekly Wrap-Up
Many clients ask us for suggestions for good financial health, and we often recommend having a “budget summit” twice a year – January and July. In January we like to think about what lies ahead for the year. Are you taking a big vacation? Do we have to upgrade...
