As the back-to-school season kicks into gear, savvy parents have a fresh, powerful tool in their financial arsenal: expanded 529 college savings plans, thanks to the recent “One Big Beautiful Bill Act” signed into law. … Read more
As the electric vehicle (EV) market races toward a pivotal moment, savvy investors and advisors need to sharpen their focus on the seismic shifts underway. The looming September 30 deadline to claim federal EV tax … Read more
The Federal Student Loan Shake-Up: What It Means for Medical Students and Investors A seismic shift is coming to federal student loans that could reshape the future of medical education—and the broader investment landscape tied … Read more
Charitable Giving in the Trump Tax Era: What Investors Must Know Before 2026 The sweeping tax changes introduced under President Donald Trump’s “big beautiful bill” have reshaped the landscape for charitable deductions, especially for high-income … Read more
President Trump’s “big beautiful bill” is set to reshape charitable giving for millions of taxpayers starting in 2026—here’s why savvy investors and advisors need to pay close attention now. The headline grabber? A new, permanent … Read more
Navigating the financial landscape for individuals with disabilities just got a major upgrade—and investors and advisors need to pay close attention. The recent legislative changes around Achieving a Better Life Experience (ABLE) accounts are not … Read more
Student Loan Forgiveness: The Tax-Free Window Is Closing — What Investors and Borrowers Must Know Now The American Rescue Plan Act of 2021 brought a rare win for student loan borrowers by making federal student … Read more
The Federal Government’s New RAP Plan: What Investors and Advisors Must Know Now The U.S. Department of Education is rolling out a game-changer in student loan repayment: the Revised Alternative Plan (RAP). Set to launch … Read more
President Trump’s “big beautiful bill” has officially reshaped the tax landscape for 2025, sending ripples through financial planning and tax strategy circles. As advisors and investors scramble to decode the complexities, one thing is clear: … Read more
Unlocking the Future: What Investors Need to Know About Trump Accounts and Their Real Potential President Donald Trump’s latest tax and spending package has introduced a bold new financial tool aimed at jumpstarting wealth-building for … Read more