Month: July 2025

One Big Beautiful Blog: A Financial Planner’s Guide to the 2025 One Big Beautiful Bill Act and Your Money

By Melissa Joy, CFP®, CDFA® / July 10, 2025

On July 4, 2025, President Donald Trump signed new policy and tax legislation named “One Big Beautiful Bill Act” (OBBB) into law. This bill included long-term tax policy as well […]

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woman at laptop with a stethoscope sitting nearby

Is a Health Savings Account (HSA) Right for You?

By Robert Cesario / July 9, 2025

Overview A Health Savings Account (HSA) is a tax-advantaged savings account that allows you to set aside money tax-free for qualified medical expenses. Unlike Flexible Spending Accounts (FSAs), your HSA […]

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Couple reviewing their tax returns

Why Reviewing Your 2024 Tax Return is More Important Than Ever

By Amber Hofmeister / July 2, 2025

As tax season wraps up, it’s essential not to overlook your tax return statement, particularly with the potential tax law changes that may come in 2025. Not only are your […]

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