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FYR Sharon Calhoun FYR Sharon Calhoun

One Big Beautiful Bill Act: What It Means for You

Your guide to understanding the latest tax law changes. The One Big Beautiful Bill Act introduces new rules for deductions, charitable giving, estate planning, and 529 plans. Learn how these updates could shape your financial strategy in 2025 and beyond. 

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Planning Ahead: Making Sure Your Spouse Has a Financial Roadmap

For many couples, financial planning has been a joint journey—but often, one partner leads the charge when it comes to managing investments, paying bills, and organizing retirement accounts. This imbalance can become a serious concern when thinking about what happens if one spouse passes away first.

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