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Year End Tax Planning Opportunities 2025
This week we kicked off the year-end tax planning season with a webinar highlighting some of our key strategies for 2025. Since the “One Big Beautiful Budget Bill” or “OBBBA” passed in July, there is little uncertainty over tax law. Also, the “OBBBA” was generally favorable for taxpayers, making the existing tax brackets permanent and creating a few new tax breaks such as the senior deduction. As a result, most taxpayers will have a lower tax bill in 2025 when compared to
Steve Coker, CFP
Oct 24, 20252 min read
Giving with Joy
I had several conversations this week about the importance of giving. The Christmas season does, rightly, remind us that it is better to give than receive, but when we get down to writing those checks it can be hard. Why is that? How can I become a more generous person? How can I learn to give with joy? In my experience one of the most important first steps is to leave room in the budget to give. To spend less than we earn. Quite simply stated, the road to unhappiness is pave
Steve Coker, CFP
Oct 19, 20252 min read
2026 Tax Brackets Announced
One of the best tax planning ideas that we give our clients is “make good use of the tax brackets”. If your income is abnormally high...
Steve Coker, CFP
Oct 10, 20251 min read
What do lower interest rates do to the economy? How the Economic Machine Works
The Federal Reserve is in a cycle of lowering interest rates, but what does that mean and how does that impact the economy? In last...
Steve Coker, CFP
Oct 4, 20252 min read
Investing Basics: What does it mean when the Federal Reserve Lowers Interest Rates
On September 17 th , 2025, the Federal Reserve announced the highly anticipated 0.25% drop in the Fed Funds rate. But what does it mean...
Steve Coker, CFP
Sep 28, 20252 min read
