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Blog

Warren Jackson | Oct 8, 2025

10 Questions to Ask Yourself Before Refinancing a Mortgage

Last month, the Federal Reserve made its first interest rate cut in over four years, reducing rates by 0.50%. This significant policy shift, with the potential
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Warren Jackson | Oct 8, 2025

8 Year-End Tax Moves to Reduce Your 2024 Tax Bill

Strategic tax planning is about much more than filing returns – it's about making savvy financial choices that can significantly impact your tax obligations. As
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Warren Jackson | Oct 8, 2025

Trump’s Second Term: How Proposed Policies Could Impact Your Financial Future

The 2024 election has ignited widespread debate about its potential impact on individuals and the broader economy. Donald Trump’s second term as President marks
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Warren Jackson | Oct 8, 2025

Key Tax & Retirement Savings Numbers for 2025

The start of a new year often ushers in important tax updates, as the IRS adjusts numerous provisions to reflect inflation. Annual tax adjustments are essential
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Warren Jackson | Oct 8, 2025

Should You Invest in Bitcoin? Here’s What to Know Before Diving In

The explosive surge in Bitcoin’s value following Donald Trump’s re-election has captivated investors worldwide, rewarding early adopters with substantial gains
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Warren Jackson | Oct 8, 2025

Is Now the Right Time to Invest in TIPS? What to Know About Inflation-Protected Bonds

Inflation was a defining issue of the 2024 presidential election, with many voters backing now-President Trump after he vowed, “Starting on day one, we will end
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Warren Jackson | Oct 8, 2025

What Could Trump’s Tariff Plan Mean for the U.S. Economy?

In recent months, President Trump has hinted at a sweeping and aggressive new tariff strategy, reviving a familiar playbook from his first term. Framed as a way
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Warren Jackson | Oct 8, 2025

Why Diversification Is Your Best Defense Against an Uncertain Market

Markets have been anything but steady lately. Rising geopolitical tensions, stubborn inflation pressures, and renewed conversations around tariffs linked to
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Warren Jackson | Oct 7, 2025

Reassessing Your Financial Goals in Times of Economic Uncertainty

Markets have been especially volatile lately, driven by factors like President Trump’s tariff policies, geopolitical tensions, and concerns about a potential
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Warren Jackson | Oct 7, 2025

How to Turn Income Into Wealth: A Guide for High Earners

Earning a high income is often seen as the hallmark of financial success, but income alone doesn’t guarantee wealth. In fact, a recent Bank of America study
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Warren Jackson | Oct 7, 2025

One Big Beautiful Bill Act: What It Could Mean for Your Financial Plan

On July 4, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, a comprehensive tax and spending package totaling nearly 900 pages
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Warren Jackson | Oct 7, 2025

Maximizing Your Charitable Giving Before OBBBA Changes Take Effect

Americans are well known for their generosity. In fact, in 2024, charitable contributions across the country totaled an extraordinary $592.50 billion, according
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