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 | Nov 6, 2023 | 2023 taxes, charitable contributions, charitable donations, college funding, Contributions, Finance, finance tips, financial plan, Financial Resolution, Financial Services, Financial Stuff, Health Savings Account, HSA, rebalance, Retirement, Roth IRA, tax loss harvesting, tax payments, tax planning, tax prep, Tax withholding, Taxes, Year-End Tax Planning
The days are getting shorter, but your to-do list around the holidays is probably getting longer. While it can be a crazy (and magical) time of the year, it is also the most crucial time to plan for your 2023 tax filing. Why? Because there are a lot of decisions and...
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 | Dec 6, 2022 | Behavior, Finance, finance tips, Financial Services, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, Roth IRA conversion, savings, tax planning, Taxes
What is a Roth IRA conversion? A Roth IRA conversion is a strategy to help you save money on taxes (if done correctly) in the long run. A conversion moves pre-tax dollars from your retirement accounts such as a 401(k) or IRA into a Roth IRA. The amount that you...
