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:

Portfolio Update:  Murs and I have recorded our portfolio update for September 15, 2025

The One Big Beautiful Bill Act: What It Means for Your SALT Deductions

Radon and Murs discuss the latest developments around the One Big Beautiful Bill Act and how it may impact your ability to claim a SALT deduction in 2025. From understanding the SALT cap to weighing the benefits of standard vs itemized deduction, they break down what these tax changes could mean for your retirement planning strategy…  

The One Big Beautiful Bill Act: What It Means for Your SALT Deductions

If you’ve been wondering how the One Big Beautiful Bill Act affects your taxes in 2025, especially your state and local taxes (SALT) deduction 2025, you’re in the right place. We’ll explain salt deductions in plain English, walk through how standard vs itemized deduction choices may change for you this year, and outline practical planning moves that tie into retirement planning, retirement checklist items, and long-term strategies to secure your retirement…