On July 4, 2025, President signed into law the Make American Workers and Families Thrive Again Act, a sweeping piece of legislation that significantly updates many provisions of the 2017 Tax Cuts and Jobs Act. With over 1,000 pages of changes, the law introduces both new opportunities and new considerations for taxpayers, businesses, and families.

As a financial advisor, I hear a lot of questions about Social Security — and rightly so. It’s a critical piece of retirement planning for retirees. If you’re wondering whether Social Security will be there for you, when you can claim it, how much you’ll receive, and how your choices impact your future — you’re not alone. Let’s walk through these essential questions together.

The U.S. stock market has faced some challenges during the month of March, driven by concerns around tariffs, economic growth, and the impact of artificial intelligence (AI) creating uncertainty. However, there are still reasons to remain hopeful, especially for long-term investors.

Tax season is here, and while it can seem overwhelming, preparing ahead of time can make the process much easier. Whether you’re still working, newly retired, or enjoying the benefits of retirement, taking the right steps will help you file with confidence—and maybe even uncover opportunities for savings.