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How the 2025 OB3 Tax Bill Affects Retirees, Families, and Small Business Owners
The 2025 tax bill just became law, and it’s packed with changes. From retirement account strategies to small business deductions and new income tax rules, your 2025 plan may need a serious rethink. We break down what stays the same, what’s changing, and what you should be doing next.
Financial Strategies for Dads: Securing Your Family’s Future
Being a dad comes with financial responsibilities that impact your entire family’s future. Learn simple, actionable strategies to build financial security, teach your kids smart money habits, and plan with confidence.
How Much Tax Is Owed on the Gift to My Kids?
Wondering if your kids will owe taxes on a gift you give them? The short answer is no, and in most cases, you won’t either. This article breaks down how gift tax rules work and why most families can give freely without owing anything.
Special Needs Trusts: Protecting What Matters Most
Caring for a loved one with special needs is a lifelong journey. A Special Needs Trust can help you preserve essential benefits while ensuring your loved one is supported well into the future.
Motherhood & Money: Finding the Right Balance
Motherhood brings joy, challenges, and big financial decisions. From budgeting as a family to planning for the future and involving kids in money conversations, you'll find real-life strategies to help moms feel more confident managing both home and finances.
Love and Money: Building Strong Relationships Through Financial Unity
Money isn’t just about dollars and cents; it’s a reflection of trust, communication, and shared goals in a relationship. Whether you’re overcoming past financial mistakes, aligning your spending habits, or setting long-term goals, the key is working as a team.
5 Engaging Winter Family Activities in the Chicago Area Without Breaking the Bank
Discover five fun and budget-friendly winter activities for families in the Chicago area. Our article offers engaging ideas to help you make the most of the season without overspending.
Passing the Torch – Four Elements for Creating Your Legacy
In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan.
Updated Child Tax Credit Rules
The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.