The One Big Beautiful Bill Act reshaped individual and business taxes when it passed in July 2025 — and 2026 is the first full year those changes are in effect. Here's a clear rundown of what's permanent, what's temporary, and what's about to expire. Whether you're eyeing the higher SALT cap, the new senior deduction, or the sunset dates on tips and overtime relief, knowing where you stand can save you surprises at filing time.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Starting in 2026, families can open 530A accounts — also known as "Trump Accounts" — for eligible children under 18. Learn how they work, who qualifies, contribution limits, and how they may factor into long-term family savings.

Understand the key financial and lifestyle shifts that happen in your first year of retirement. The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter.