The OBBBA made significant changes to tax law that impacted retirees, and you’ll need to adjust your tax plan to account for them.
Author: Tami McDonald
Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.
Retirement Tax Planning After the One, Big Beautiful Bill Act
Early Financial Planning Helps Women Overcome Disadvantages
Women often start at a financial disadvantage compared to their male counterparts, but early financial planning helps close the gaps.
Empowering Your Daughter to Be Financially Savvy
Our roadmap provides actionable tasks you can complete to help your daughter build strong financial habits at every age.
6 Questions to Ask Your Partner About Money
These six questions will help you and your romantic partner avoid conflicts over money and ensure your goals are aligned.
Financial Considerations for New Parents
Welcoming a child into your family requires meaningful changes to nearly every aspect of your life, including finances.
Financial Checklist for Widow(er)s
This checklist includes the financial and legal tasks that surviving spouses need to complete after losing their partner.
Would A Roth Conversion Benefit Your Retirement Plan?
Roth conversions provide significant benefits for some retirement plans, but they aren’t right for every person or situation.
Important Age Milestones in Retirement
Several milestones should be included in your retirement plan. Some let you save more, and others signal a change in approach.
Reintroducing Tonya Williams: Strengthening Brookstone’s Client-Centered Approach
Since Tonya joined Brookstone in 2022, we have thrived by focusing on personal relationships and providing people-centric advice.
7 Financial New Year’s Resolutions to Start Your Year Right
These 7 simple tasks can be completed early in 2025 to set yourself up for financial success this year and in the future.
Year End Financial Checklist
This checklist includes important year end tasks you need to complete to start the new year in a strong financial position.
Answers To Your Frequently Avoided Financial Questions
Here’s a list of answers to eight common questions that many people frequently hesitate to ask their financial advisors.
