Roth Conversions in a Post-OBBBA World: What to Consider Before Converting Roth Conversions in a Post-OBBBA World: What to Consider Before Converting1 Written By Erika Ferris September 1, 2025 You’ve probably heard of the One Big Beautiful Bill Act, or something close to it. We’re calling it OBBBA, and while it may not directly rewrite
What the One Big Beautiful Bill Act Means for Your Financial Plan What the One Big Beautiful Bill Act Means for Your Financial Plan Written By Caitlin Allard August 1, 2025 On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new
The Case for Succession Planning The Case for Succession Planning Written By Raymond Bell July 1, 2025 A business owner’s mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on
DI Awareness Month DI Awareness Month Written by Raymond Bell June 1, 2025 Disability Insurance is insurance for your income if you become disabled and not able to work. Most people have the coverage through their work in the form of group short-term disability and long-term disability. The coverage is usually paid in full or
Tax Season’s Over: Time to Revisit Your W-4 Withholding Tax Season’s Over: Time to Revisit Your W-4 Withholding Written by Wealth Consulting Group’s Caitlin Allard, CFP, EA May 1, 2025 Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received
The Unsung Hero: The Primary Caregiver The Unsung Hero: The Primary Caregiver Written by Wealth Consulting Group’s Ray Bell April 1, 2025 Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he seamlessly moved between dramatic, comedic, romantic, and action roles,
Navigating Policy Shifts: An Investor’s Perspective Navigating Policy Shifts: An Investor’s Perspective Written by Wealth Consulting Group’s Chief Investment Officer, Jim Worden March 5, 2025 The last four trading sessions have underscored that volatility is back. It always is when accompanied by lots of uncertainty. But this uncertainty hasn’t been about whether the Fed will
New Opportunities for Life Insurance New Opportunities for Life Insurance February 1, 2024 The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an important piece of protecting your loved ones. According to a 2020 LIMRA study
Planning for Long-Term Care: What You Need to Know Planning for Long-Term Care: What You Need to Know December 1, 2024 Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between Medicare (federal health insurance for those 65+) and Medicaid (a joint
Understanding How to Hold Title of Assets: Choose Wisely! Understanding How to Hold Title of Assets: Choose Wisely! November 1, 2024 When you purchase your first home or open a taxable account, you might be asked, “How would you like to hold title to this?” For many, this question can be confusing, and it’s not
