Blog

This post breaks down the major provisions of the One Big Beautiful Bill Act and the planning implications for households in their 30's, 40's and 50's earning $250,000+ per year. The post explores the changes to individual taxes, charitable giving, health insurance, 529 Plans, and student loans.
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For Christian households who want to steward God’s provision wisely, there is a strategic vehicle that offers a rare intersection of massive tax savings, impact, simplicity, flexibility, and legacy — it's called a Donor Advised Fund. Learn how to give smarter today!
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Two little-known 5-year rules can make or break your Roth IRA withdrawals. Learn how to avoid surprise taxes and penalties with clear scenarios and actionable guidance.
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Is your rental property performing optimally? Do you know how to evaluate its potential returns on a forward-looking basis? This guide explains how to evaluate residential real estate investment performance, calculate key rental property return metrics, and make tax-efficient decisions about holding, selling, gifting, or 1031-exchanging—fully integrated into your financial plan.
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Are you self-employed or earning 1099 income and unsure how to maximize your retirement savings in the most tax-efficient way? In this guide, we break down the 2 most powerful retirement vehicles available to self-employed individuals - the SEP IRA and Solo 401(k). Learn how to navigate which is best for your unique financial situation and goals in our blog article!
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The Backdoor Roth IRA Strategy has 1 material weakness when compared to a Regular Roth IRA Contribution that's crucial to understand!
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