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09/10/2026

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09/09/2026

🚗💰 DID YOU BUY A NEW CAR? You may be able to deduct up to $10,000 of your AUTO LOAN INTEREST!

A new federal tax break may allow eligible taxpayers to deduct up to $10,000 per year in interest paid on a qualifying new car loan.

Here are some key requirements:

✅ The vehicle must be new
✅ The vehicle must have had its final assembly in the United States
✅ The vehicle generally must be a qualifying personal-use vehicle
✅ The loan must meet the requirements under the new tax law
✅ The deduction applies to interest, not the entire car payment

💡 Example: If you paid $7,000 in qualifying auto-loan interest during the year, you could potentially deduct up to $7,000. If you paid $12,000, the deduction is generally capped at $10,000.

⚠️ Important: There are income limitations and other requirements, so not every new vehicle or taxpayer will qualify.

If you purchased a new vehicle in 2025, it's worth checking to see whether you qualify for this deduction when filing your 2025 federal tax return.

📩 Want to know if your vehicle and loan qualify? Send me a message and I can help you look into it.

Send a message to learn more

09/08/2026

Why risk your life savings

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09/03/2026

Be Smarter

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08/12/2026

💰 Looking for a smarter way to protect your retirement savings while still having the opportunity for growth?

A Fixed Index Annuity may be worth a look.

✅ Principal protection from market losses*
✅ Opportunity to earn interest linked to a market index
✅ Guaranteed lifetime income options available
✅ Tax-deferred growth
✅ No need to worry about the ups and downs of the stock market

Call now to connect with business.

07/27/2026

💰 Looking for a smarter way to protect your retirement savings while still having the opportunity for growth?
A Fixed Index Annuity may be worth a look.
✅ Principal protection from market losses*
✅ Opportunity to earn interest linked to a market index
✅ Guaranteed lifetime income options available
✅ Tax-deferred growth
✅ No need to worry about the ups and downs of the stock market See less

Call now to connect with business.

07/24/2026

💰 Looking for a smarter way to protect your retirement savings while still having the opportunity for growth?

A Fixed Index Annuity may be worth a look.

✅ Principal protection from market losses*

✅ Opportunity to earn interest linked to a market index

✅ Guaranteed lifetime income options available

✅ Tax-deferred growth

✅ No need to worry about the ups and downs of the stock market

Call now to connect with business.

02/03/2026

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01/31/2026

📢 Important Client Alert: Don’t Miss Out on the $1,000 Trump Account for Babies Born in 2025
Even if your family isn’t required to file a federal tax return this year, you may still need to file (or at least submit IRS Form 4547) to secure the $1,000 Trump Account credit for children born in 2025.
Here’s what you need to know:
📌 What is a Trump Account?
Trump Accounts are a new, tax-advantaged investment account created under federal law that gives every U.S. citizen child born January 1, 2025 through December 31, 2028 a $1,000 seed contribution from the U.S. Treasury.
💰 Why Filing Matters:
To claim the $1,000 federal contribution, a parent or guardian must elect to open a Trump Account for their eligible child. The IRS currently lets you make this election by filing Form 4547 when you file your 2025 taxes.
🧾 Even If You Don’t Normally File:
If you wouldn’t usually need to file a tax return for 2025 (for example, because your income is below the filing thresholds), you may still need to file a return or at least submit Form 4547 so the IRS can record your election and issue the $1,000 seed money on behalf of your child.

The child must be a U.S. citizen

Have a Social Security number

Be born between January 1, 2025 and December 31, 2028

And an authorized adult (usually a parent) must make the election on Form 4547 or through the upcoming online portal.

📅 Alternative Enrollment Options:
If you’d prefer not to file with your tax return, there will be an online portal available later (expected summer 2026) where Form 4547 can also be submitted. But filing now with your tax return is the easiest way to ensure you don’t miss the deadline.

💬 Bottom line: If you want your child born in 2025 to receive the $1,000 Trump Account seed money, don’t assume no filing requirement means no action needed. Filing — or at least making the election — is necessary to get the benefit.
If you’d like help preparing the correct forms or confirming whether you need to file, let us know!

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01/17/2026

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Tax season is closer than you think 👀
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