Stay informed about your
financial health

Stay informed about your financial health

Blog

How the new tax Changes could affect retirees and investors

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing with it a mix of permanent and temporary tax changes that may impact how Americans file taxes in the coming years. We wanted to provide a brief summary to help keep you informed and...

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How to Talk to Your Kids About Money

How to Talk to Your Kids About Money

Talking to your kids about money might not be as easy as teaching them to ride a bike—but it’s just as important. In fact, the financial lessons children learn early on can shape their habits, values, and confidence for years to come. Whether you're raising a curious...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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