The One Big Beautiful Bill (OBBB) Act Explained
With just a few months remaining in the year, it’s a good time to review the 2025 tax law changes to see if you should consider making any 2025 moves while you still have time.
Writing a Letter of Instruction
All too often, people overlook a simple letter of instruction as a way to explain their most emotional and sentimental reasons behind their estate choices.
Living Out God’s Story: Putting It into Practice
The fifth in a six-part series that explores faith-based investing using material from the Eventide Center for Faith & Investment.
