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The “Big Beautiful Bill” is now a big, beautiful law – what does it mean for your retirement strategy?

Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:

Increased standard deductions for additional tax savings
"Senior Bonus” deductions to offset taxes paid on Social Security benefits
Increased estate tax exemptions creating dramatic savings for heirs

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Health Care Costs in Retirement: How to Plan Ahead

By rohlmanbri | October 21, 2024 | 0

Health care is one of the most significant costs retirees face. Failing to plan for rising medical expenses can lead to financial strain later in life. Here’s how you can…

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Freeland, MI 48623
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Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.

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