Cassandra Kirby, CFP®, CPA discusses the IRS changes to retirement plan contributions from 2025 to 2026, focusing on workplace retirement plans such as 401(k)s, 403(b)s, thrift savings plans, and more. Cassie covers catch-up contribution limits, pre-tax vs. Roth IRAs, considerations for high-income earners, and more.
Cassandra Kirby, CFP®, CPA shares 2025 year-end tax tips, discussing some changes related to our tax system this year, as well as tax withholdings, deductions, and how to reduce taxes before the end of the year.
Tammy Pompei, CFP® discusses holiday gifts that can help loved ones build strong financial futures rather than just accumulating more stuff - things that can help them start building wealth at a younger age and have a longer-term impact. She also discusses how to start these kinds of conversations with family members and make the process go as smoothly as possible.
Tammy Pompei, CFP® discusses options for paying down debt without withdrawing from your 401(k) or other retirement accounts. Many are tempted to access retirement funds to pay down large amounts of debt, but Tammy shares the reasons why this is not the best idea for your financial future and provides alternative solutions.
Learn about what causes inflation, how it impacts your purchasing power, and practical strategies for navigating rising costs and managing everyday expenses. Amy Braun-Bostich and Cassandra Kirby equip you with knowledge and actionable tips to navigate inflation confidently.
Whether you're about to send your child to kindergarten or dealing with rowdy teenagers, it's never too early or too late to start planning for their college education. In this video, Tammy Pompei, CFP® shares a list of the most common mistakes parents make while planning for college.
Tammy Pompei, CFP® shares tips for summer spending and analyzing your family's financial health, breaking it down into 8 simple steps to help keep you on track.
Cassandra Kirby, CFP®, CPA shares tips and best practices on what to do if you lose your job - something that many people don't even consider but should always be prepared for.
Tammy Pompei, CFP® discusses the complicated balancing act that many millennials are playing - paying off their student loans while starting to save for retirement.
In this video, Amy Braun-Bostich, CFP®, CFS®, APMA®, CLTC® shares the three most common questions she receives about social security, discussing strategies and considerations for when to take social security, if you can receive a spousal benefit, and if you can collect off of your divorced spouse.
Saving for college can be overwhelming and even confusing at times for parents and guardians, but one thing is for certain: it’s better to start sooner rather than later. In this video, Tammy Pompei, CFP® takes a deep dive into saving for education with a 529 college savings plan.
Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you work with a tax professional or prepare your taxes yourself, proper planning helps the process go more smoothly and may reduce the risk of costly errors. In this video, Cassandra Kirby, CFP®, CPA provides tips to help you prepare to tackle this tax season with confidence.
Tammy Pompei, CFP® discusses her favorite retirement medium, the Roth IRA. In this video, she dives into the benefits of Roth IRAs plus shares how to maximize its potential.
In this episode of the Fiduciary Voices #FinLit Series produced by Impact Communications, guest host Bob Veres speaks with Amy Braun-Bostich, CFP®, APMA®, CFS®, CLTC® about retirement planning in the context of living with intention.
Join Amy Braun-Bostich, CFP®, CFS®, APMA®, CLTC® and Cassandra Kirby, CFP®, CPA as they discuss the ins and outs of long-term care planning, including how to decide what option or approach is best for you depending on your situation.
Join Cassandra Kirby, CFP®, CPA as she discusses end of year planning tips, focusing on tax planning and what you need to discuss with a CPA.
BBA clients Bill Messner & Faith Selzer share why they love working with BBA, highlighting the honesty and trustworthiness of our team, our knowledge and expertise when it comes to investment options and opportunities, the retirement planning guidance they've received, our holistic approach, and the personal care they've experienced.
BBA clients Christine Jordanoff & Alan Hoover share why they love working with BBA, highlighting the guidance and direction they've received with their investments and personal finances, the competence and trustworthiness of our team, and the sense of security they feel.
Host Marie Swift is joined by Cassandra Kirby, CFP®, CPA in this episode of the Fiduciary Voices #FinLit Series to share some valuable insights to help individuals navigate their financial journey with confidence.
Cassandra Kirby, CFP®, CPA shares '5 Things To Look For When Hiring a Financial Advisor' in an interview with Authority Magazine.
