Recent Posts
-
Trump Accounts: What Parents Actually Need to Know
You have all probably seen headlines about a new child retirement savings plan called Trump Accounts. Also, you may have seen there is a pilot program offering $1,000 to seed those accounts for newborns. I have seen things like “it will be worth millions by the time they retire” or the extra try-hard-expert advice to…
-
Are We in an AI Bubble?
There is a lot of talk about whether we are in a bubble right now. Indexes are right around all-time highs, and it’s no secret they got there on the back of AI hype. The incessant rise in AI stocks has led many to question valuations: A recent BOA survey found that a record 60% of…
-
Don’t Expect Mortgages to Fall Too Much in 2025
At the beginning of 2024, just about everyone thought mortgage rates would finally start falling. Inflation was cooling, a recession looked possible, and the Federal Reserve was expected to cut rates aggressively. The Mortgage Bankers Association even forecasted that 30-year fixed mortgages would land near 6% by year-end, a nice break from the near-8% rates…
-
The One Big Beautiful Bill Act — What It Means for Your Taxes
On July 4, 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), the biggest tax overhaul since 2017’s Tax Cuts and Jobs Act. Some changes are permanent, others expire in just a few years, and many come with income-based “danger zones” where the benefits vanish quickly. Here’s what’s in it for you, what to…
Join my subscribers
Stay in the loop with everything you need to know.