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“...at the end of the day it’s not how much money you make...it’s how much money you keep!”
How involved are you with your family's finances? What is right for someone else may not be right for you. With all of the options out there, you need to be sure you're implementing the best strategies while still sleeping soundly at night. Verna's responsibility is first to listen and then to guide you comfortably on a path to making the best choices for your circumstances. She encourages questions and insightful discussion to build a mutually honest relationship as a valued and trusted financial resource for all of her clients.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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