Call Us Today at (513) 506-0272!
A financial advisor and new dad breaks down Trump Accounts: the $1,000 seed money, 529 comparison, Roth conversion strategy, and whether one suits your family.
Congress enacted the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. For wealthy individuals, this legislation matters because it extends many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new rules aimed at the highest‑earning taxpayers. Below is an overview of the bill, what remains the same and what changes — with a focus on estate planning, income‑tax planning and charitable strategies.
Financial planning can be daunting for anyone, but women often face unique challenges due to societal, economic, and personal factors. These challenges can create significant hurdles to financial stability and long-term security.
The promise of AI reshaping industries, driving efficiencies, and creating entirely new markets has lured billions of dollars into AI-focused ventures and related infrastructure.
In the digital era, the rise of artificial intelligence (AI) has transformed the landscape of personal and financial security. AI-driven applications and tools present both opportunities and challenges, especially for affluent individuals and families who often become prime targets for cyber threats.
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will?
Roth IRAs and HSAs offer powerful tax advantages and long-term benefits. Roth IRAs provide tax-free growth and withdrawals in retirement, while HSAs offer triple tax savings for qualified medical expenses.
After a historic year of persistent inflation, investors and retirees are going back through their financial plans and incorporating the new 2023 Federal tax brackets intro their tax projections for the next year.
On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.
Working from home continues to be common 2+ years into the COVID-pandemic and many are suggesting it will increase over the next few years, especially since it can be so appealing to employees.
We offer a personalized approach to wealth management.