by Stephanie Cupp | Mar 3, 2025 | Uncategorized
Tax policy is a key issue for both individuals and businesses, and changes in congressional leadership can have significant implications. This is especially true since tax policy changes can significantly impact financial planning. As of January 3, 2025, Republicans...
by Stephanie Cupp | Feb 2, 2025 | Uncategorized
Estate planning is a critical component of financial health, yet many overlook its importance. Regardless of your age or wealth, you can ensure proper management and distribution of your assets with a well-structured estate plan, reducing legal complications and...
by Stephanie Cupp | Jan 1, 2025 | Uncategorized
In the world of personal finance, debt often gets a bad reputation. However, not all debt is bad. Knowing when and how to use debt can be an essential part of building wealth, while also protecting yourself from financial pitfalls. What is Good Debt? Good debt is...
by Stephanie Cupp | Dec 3, 2024 | Uncategorized
As the year winds down, it’s time to think about year-end tax planning. Proactive strategies can reduce your tax bill, allowing you to keep more of your hard-earned money. Whether you’re an individual taxpayer or a small business owner, taking action before December...
by Stephanie Cupp | Nov 2, 2024 | Uncategorized
Your financial journey evolves as you age, and each decade presents unique challenges and opportunities. Unfortunately, financial mistakes made during any of these stages can have long-lasting impacts on your financial health. Let’s break down the common pitfalls to...
by Stephanie Cupp | Oct 2, 2024 | Uncategorized
Saving for your child’s college education while saving for your own retirement at the same time can be overwhelming — but it doesn’t have to be. The key to success is having a separate and discrete plan for each financial goal. That being said, when...
Recent Comments