By Colleen Weber, CFP®, CPA In our Q2 Market Update, we observed a mix of economic growth and market fluctuations that underscore the importance of having a solid financial plan. GDP growth forecasts were lowered due to concerns about the labor market and ongoing uncertainty stemming from the Administration’s changing...

By Colleen Weber, CFP®, CPA The One Big Beautiful Bill Act (OBBBA) became law on July 4th, following a narrow Senate passage and House approval. At 940 pages, this comprehensive legislation extends many Tax Cuts and Jobs Act provisions that were set to expire while reshaping the tax landscape for...