Archive for July, 2025

By Joe Chickey Advisors understand that their primary role is to grow their clients’ wealth over time through tax minimization and investment strategies. 2025 is being called “PEAK 65” as baby boomers reach age 65 in record numbers, with 10,000 turning 65 every day! Additionally, many are selling their businesses and retiring. This offers a …Read More

By Barlow T. Mann As a result of the One Big Beautiful Bill Act (OBBBA), there is a new above-the-line charitable deduction for cash gifts from nonitemizers ($1,000 for single filers and $2,000 for those filing MFJ) beginning in 2026. For those who will continue to itemize, gifts of cash remain generally deductible up to …Read More