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Current Events


What the One Big Beautiful Bill Tax Law Means for Your Finances in 2025
The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.

Jeff Schlotterbeck, CFP®


Historical Insights on Market Resilience During Geopolitical Conflicts
When global conflict rattles the headlines, it’s natural to worry about your investments. But history shows that markets often recover—and even grow—in the months that follow. In this post, I share data-backed insights on how the S&P 500 has responded to past geopolitical events and why staying the course can pay off.

Jeff Schlotterbeck, CFP®
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