March 2025

Understanding the Tax Cuts and Jobs Act (TCJA) Sunset The Tax Cuts and Jobs Act (TCJA) was signed into law in December 2017 and made sweeping changes to the U.S. tax code. While some provisions were made permanent, many individual tax benefits were temporary and are scheduled to expire on December 31, 2025, unless Congress […]

Social Security plays a vital role in retirement planning, yet its complexities leave many with unanswered questions. As financial advisors, we are here to clarify key aspects of the system and guide you toward making informed decisions about your benefits. While this overview covers the most frequently asked questions, personalized advice is essential to optimize