Blog
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.
Making a Smart Career Transition
Thinking about shifting into a new kind of work? This article walks through how to approach a career transition with purpose by aligning your priorities, exploring possibilities, and preparing for the next step.
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.
When Should I Start Planning for Retirement?
Planning for retirement is about more than saving money. It is about having the freedom to live the life you want. Starting early gives you more options, but it is never too late to make intentional choices that secure a fulfilling, work-optional 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.
Summer Jobs for Teens: A Foundation for Smart Money Habits
A summer job can be a powerful way for teens to build confidence, gain independence, and develop smart money habits. Whether you're a teen ready to earn or a parent looking to instill responsibility, the journey starts with taking the first steps early.
5 Sun-Loving Plants Perfect for Your Garden
Looking to add color and character to your yard? These five sun-loving plants are easy to grow, full of personality, and bring life to your garden with minimal effort. With care tips and planting ideas, this guide is perfect whether you're just getting started or updating a well-loved space.