Update, my marketing team has posted the videos to my website first, YourFinancialFreedomMatters.com then click on Blogs. There are over 20 videos, please let me know you think?

Good Morning to all of you. In less than 2 weeks we will start releasing our 20 plus financial literacy videos. You will be the first to see them. We are also l in the process of creating a 10-part series on Estate planning. Why a Trust maybe your best option over a Will?

If you’re an investor, there are some key changes to be aware of for both short and long-term consequences. Here are the likely impacts of the One Big Beautiful Bill Act of 2025 on you. Learn more >

Here’s a Financial Quick Tip for those who recently lost a loved one. Do not disburse 100% of the money. Disburse it in two rounds. You can do 90% the first round, but keep at least $100k for outstanding bills, taxes or sadly the possibility that one of your relatives may sue you. We had a client that came into our office because he had to hire a lawyer to remove his sister as Trustee of their father’s estate. Our firm had to fix the tax side. He will never trust his sister and two brothers again. All because of money!

$6,000 bonus deduction for older adults Americans ages 65 and older can claim an extra standard deduction ($2,000 for a single filer, $1,600 per qualifying spouse in a couple) on top of the standard deduction available to all taxpayers who don’t itemize. The reconciliation bill adds a 65-plus bonus deduction of $6,000, through the 2028 tax year. Read more>