With the recent enactment of the One Big Beautiful Bill Act, it's essential to understand how these changes can impact your financial plan. Join Marcus as he discusses some actions you might want to consider based on the new tax law.
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
I’ve had the opportunity to work with a number of executives over the years and have found some commonly missed financial opportunities.
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
