August 25, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
The Big, Beautiful Bill – The Standard Deduction Expansion
Radon and Murs discuss the newly passed tax legislation known as the Big, Beautiful Bill and its significant impact on retirement tax planning. They are joined by Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, who breaks down how the standard deduction 2025 increase and new senior tax deductions can help retirees save thousands in taxes….
What the New “Big Beautiful Bill” Tax Law Means for Your Retirement Strategy
Tax laws don’t change every day, but when they do, the ripple effects can be significant, especially for retirees. A recently passed tax bill, playfully nicknamed the “Big Beautiful Bill,” has introduced two key updates that could put more money back in your pocket….Experiencing a Sudden Wealth Event? Here’s What to Consider
A sudden increase in wealth, whether from an inheritance, the sale of a business, or another major financial event, can feel overwhelming. While it may be a positive turning point, it also brings with it a host of financial questions that need careful thought….