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Last month we covered the new tax rules for overtime pay. This month, we will look at another key update from the OBBBA - the new Senior Deduction. One of the major talking points in this year’s One Big Beautiful Bill Act (OBBBA) was the question on how it would impact taxes on Social Security. While Social Security benefits remain taxable under current rules, the bill introduced a new “bonus” deduction for taxpayers over the age of 65 to help reduce their tax liability. Acco

With the One Big Beautiful Bill (OBBB) passing this summer, what does this mean for those with overtime pay? For tax years 2025 through...

A strong financial plan starts with the basics. Think of it like building a house. Without a solid foundation, everything above it is at risk. Before focusing on investments or retirement, it's important to secure your base. Cash reserves, debt management, and smart spending habits are the foundation. These fundamentals create confidence and flexibility no matter what life brings. Emergency Fund Targeting three to six months worth of living expenses is a great place to start.