JGP Blog

While many spend years planning for the financial impact of retirement, few stop to consider how retirement can affect their brain and body.

As part of the changes under the recently passed One Big Beautiful Bill Act (OBBBA), many of the current tax incentives for energy-efficient home improvements are set to expire at the end of this year. Here's what you need to know.

Recent headlines have raised concerns for many working Americans, suggesting that Social Security may not be around by the time they retire. Let’s take a closer look to understand what’s really going on, because the reality is more nuanced, and far less alarming, than the headlines imply.

Ryan Coffee, CFP®, provides an overview of the 2024 updates on the Secure Act 2.0 including 529 to Roth conversions, Roth changes, and student loan debt.

The point is this: there’s always risks around the corner and it’s part of our wiring as humans to focus on what could go wrong to the exclusion of everything else. But the same instincts that kept our ancestors alive likely isn’t conducive to investing successfully unless we can understand and harness it.

What happens next is where things get interesting.