With the passage of the “One Big Beautiful Bill,” Congress and President Trump have dramatically altered the tax- and financial-planning landscape for financial advisors and their clients. The enactment of the OBBB Act is going to have far-reaching implications for tax and financial planning. In this second part of an overview of the Act, we take a look at six temporary provisions that may affect your clients.
Staying ahead of legislative changes that directly impact our clients’ financial well-being is crucial to our profession. The recent signing of the “One Big Beautiful Bill Act” (OBBB Act) by President Trump on July 4 represents a monumental shift in the American fiscal landscape. This two-part summary provides a detailed overview of the OBBB Act’s core provisions, confirmed to reflect the final text signed into law, not earlier drafts or proposed versions.
To prepare for the upcoming school year, Braun-Bostich & Associates will team up again with Food Helpers for this Back to School Packing event, taking place Thursday, August 7th, 2025 at the CNX Resources Corp SouthPointe.
In a housing market that increasingly demands dual incomes, navigating the path to homeownership on a single salary can feel like climbing a mountain with one leg. Whether you're single by choice, recently divorced, or supporting a family on one income, this guide will walk you through steps and strategies that can transform the seemingly impossible dream of homeownership into your lived reality – without requiring a second paycheck to make the numbers work.
In this blog post, we seek to address potential future benefit cuts, restore solvency, and minimize anxiety around Social Security - providing an overview of rising concerns, highlighting recent events, and more.
This blog post provides a detailed examination and historical perspective on how tariffs influence trade, federal income, consumer prices, and domestic industries. While tariffs can be used beneficially in certain strategic contexts, they generally introduce complications such as increased prices, retaliatory policies, and currency shifts. These issues may ultimately diminish their effectiveness as a sustainable source of revenue or a tool for long-term economic stability.
Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out these tips and prepare to tackle this tax season with confidence.
Activity came out of the White House at a feverish pace during the first week of the new administration. Headlines swirling nonstop with dizzying executive orders have been the norm, not to mention talks of tariffs. With the unknown impact of potential tariffs on financial markets and new developments that could affect markets in the future, here's what we can surmise at this early stage.
The team at Braun-Bostich & Associates provides nine things to consider in the current market and economy, including tips on minimizing taxes, rebalancing your portfolio, considering a Roth conversion, using charitable donations advantageously, and more.
Embarking on retirement heralds a transformative chapter in life. By strategically prioritizing and consulting with a financial advisor, you can craft a retirement blueprint that might exceed your wildest dreams.
