Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Nadine Thibault, CFP®, BFAThe 2025 One Big Beautiful Bill Act brings key tax and planning changes. Some provisions are now permanent, while others are temporary. Understanding these updates can help optimize deductions and shape a more strategic, personalized financial plan.
Tom Dale, CFP®Q2 2025 markets surged despite tariff tensions and policy uncertainty. After early volatility, stocks rebounded strongly, with the S&P 500 up over 10%. Investors now focus on Fed rate decisions, inflation trends, and evolving global trade dynamics.
Kimberly Bannwarth, CRPC®, CSCPA trusted contact adds a simple layer of protection to your financial accounts. They can be contacted in emergencies or suspected fraud—but have no control over your money—helping safeguard your assets while keeping you fully in charge.
Nadine Thibault, CFP®, BFAStarting in 2026, high earners age 50+ must make 401(k) catch-up contributions as Roth. While this means paying taxes now, it allows for tax-free growth and withdrawals later—making it an important shift for retirement planning strategies.