TEACHABLE MOMENTS

Shana and Jason discuss the Social Security Fairness Act. 

Shana and Jason talk about the Federal Reserve and scenarios of ending it. 

Shana and Jason discuss the Trump Administrations Department of Government Efficiency. 

Shana covers what to do when there is volatility in the Markets. Originally aired on FISM.

Shana and Jason discuss the Tax Cuts and Jobs Act expiration at the end of 2025 and what we can expect as the law stands.

Shana and Jason discuss prepping for higher taxes if the TCJA expires and what can be done now that will positively impact tax consequences of the future.

Shana and Jason discuss the differences between a Living Trust and WILL within Estate Planning.

The information provided is not legal advice.  For legal advice and all legal related matters, please seek the advice of a qualified attorney licensed in your state or jurisdiction.

Shana and Jason discuss Testamentary Trust, Powers of Attorney, and Medical Directive within Estate Planning.

The information provided is not legal advice.  For legal advice and all legal related matters, please seek the advice of a qualified attorney licensed in your state or jurisdiction.

Shana discusses this Teachable Moment of purchasing Precious Metals.

Precious metals are not traded on a regulated exchange, are speculative and volatile in nature.  Precious metals carry liquidity risks, risk of currency fluctuation, interest rate risk, and risk of regulatory and taxation changes.

Shana continues a discussion on purchasing metals and adds caution for their use in fear of a market meltdown.

Precious metals are not traded on a regulated exchange, are speculative and volatile in nature.  Precious metals carry liquidity risks, risk of currency fluctuation, interest rate risk, and risk of regulatory and taxation changes.

Shana and Jason discuss generational planning through Per Stirpes.

The information provided is not legal advice.  For legal advice and all legal related matters, please seek the advice of a qualified attorney licensed in your state or jurisdiction.

Shana and Jason discuss education savings and the options on what to do if plans change.

Investors should consider, before investing, whether the investor's or the designated beneficiary's home state offers any tax or other benefits that are only available for investment in such state's 529 savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors.

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.