by Jacob Millican | Sep 4, 2025 | Financial Planning, Investment, Retirement, Taxes
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, with much fanfare—and yes, the name sounds like something dreamed up in a focus group. But beyond the marketing, this bill brings real, sweeping changes to the tax code. These updates affect...
by admin | Jul 16, 2025 | Financial Planning, Investment, Retirement, Taxes
May was another strong month for private investments. While public markets wrestled with conflicting economic signals and an unsettled rate outlook, private equity, credit, and real estate strategies quietly did their job: providing steady income, stable growth, and...
by admin | Jun 26, 2025 | Financial Planning, Investment, Retirement, Taxes
April reminded us yet again why private investments continue to serve as the ballast of long-term portfolios. While public markets were roiled by tariff announcements and conflicting Fed commentary, private investment strategies largely held steady. Performance across...
by admin | Jun 5, 2025 | Financial Planning, Investment, Retirement, Taxes
As we closed out the first quarter of 2025, public markets continued to show their familiar pattern of volatility, with swings driven by mixed economic data, shifting Fed expectations, and ongoing global tensions. Amidst that backdrop, private investments once again...
by Jacob Millican | Apr 9, 2025 | Financial Planning, Retirement, Taxes
When the SECURE Act was passed in 2019, it reshaped retirement planning—particularly for inherited IRAs. Then, in 2022, the IRS issued proposed regulations that further complicated interpretations of the law. Now, with the July 2024 Final Regulations, we have...
by Jacob Millican | Apr 15, 2024 | Financial Planning, Retirement, Taxes
The concept of the “income sweet spot” in retirement planning is crucial for optimizing financial health, especially as it relates to managing healthcare costs. This sweet spot essentially refers to the amount of retirement income one can have before...
