by Corey Beal | Sep 2, 2025 | Federal legislation, One Big Beautiful Bill Act (OBBBA), Tax Cuts and Jobs Act 2017
What It Means for Your Wealth, Health, and Financial Future Hey there, beautiful soul! If you have been wanting a quick summary on The One Big Ugly Bill signed by President Trump on July 4, 2025, read on. If you would rather avoid it because of the dumpster fire that...
by Corey Beal | Dec 19, 2023 | Employer benefits, Finance, finance basics, finance tips, financial plan, health insurance benefits, Health Insurance HSA vs. PPO, Health Savings Account, HSA, Open enrollment, PPO
What are your options for health insurance? Whether it’s time for open enrollment via your employer, you’re starting a new job, or buying your own policy, picking the right health insurance plan for your needs is a decision that has many financial implications. It’s...
by Corey Beal | Sep 1, 2023 | Contributions, Credit, Credit Score, estate planning, finance basics, finance tips, Financial Stuff, Health Savings Account, LGBTQIA+ financial planning, Marriage Penalty, partner and money, partnership and finances, Relationships and finances, savings, Social Security, Student loan, Student Loans, Taxes
Here comes the bride…and more taxes and negative financial impacts?! Maybe. As unromantic as this may sound, marriage at its base level is the single most serious business contract you will ever engage in that has both legal and tax implications. There are a lot of...
by Corey Beal | Nov 23, 2022 | charitable contributions, college funding, College planning, Finance, finance tips, Financial Stuff, FSA, health insurance benefits, HSA, Investing, portfolio, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, tax loss harvesting, tax payments, tax planning, Year end financial planning tips
As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...
