Big Changes Ahead: SALT Deduction Rising in 2025

Big Changes Ahead: SALT Deduction Rising to $40,000 in 2025 Did you know the SALT (State and Local Tax) deduction is getting a major increase starting in 2025? For many taxpayers, this is a big deal. Let’s break it down. A Quick Look Back In 2018, the Tax Cuts and Jobs Act nearly doubled the […]

Annuities 101: How They Work & If They’re Right for You!

When people hear the word annuity, it often triggers a strong reaction—and not always a positive one. But like many financial tools, annuities have evolved. And if you’ve been hearing mixed messages about whether annuities are a smart move for your retirement, you’re not alone. I recently sat down with financial strategist Pete Catalano to […]

November Newsletter

Networking Opportunities Emilee and Kristin joined a networking group that meets every Thursday from 10:15am-noon on Zoom and are really enjoying it. Those looking to network and share their businesses are welcome to join us during this time.  Some open chairs for our networking group are: Construction (general contractors), IT Consultants, Pest Control, Photographer, Lawyer, Promotional […]