Blog

Recently, Meghan (Carson) Muñoz, CPA, CFP®, CDFA®, posted about the financial planning changes resulting from “One Big Beautiful Bill” (OBBBA). In addition to the planning opportunities created in the bill, it also brings new complexities for those who get health insurance from Healthcare.gov. To help prepare you for the new...

Financial planners and clients alike have been preparing for the expiration of key provisions in the 2017 Tax Cuts and Jobs Act for many years – how might changing tax rates and deductions impact planning goals and strategies? How can we plan ahead? On July 4th, the passage of “One...

Sending a child to college is a momentous occasion, often bringing pride and excitement to families. Whether in or out of state, college is a significant milestone for your child as they embark on adulthood. But with change comes financial considerations that must be addressed beforehand. This article provides actionable...

As financial planners, we enjoy discussing future retirement goals, long-term investments, and strategies for building wealth over time. But there’s a key piece of planning that applies no matter where you are in life: having emergency reserves. Whether you’re just starting your career, in your peak earning years, or enjoying...

If you’ve spent years building a career in the oil and gas industry, chances are your compensation includes employer stock, well-structured retirement savings plans, pensions, and/or other generous benefits programs. Many of these benefits require attention, as set it and forget it can lead to less-than-optimal retirement outcomes. While there...