by Ben Hockema, CFP® | Jul 9, 2025 | Market Perspective, Market Updates
OverviewIn this episode, Ben Hockema walks through the newly passed “Big Beautiful Bill” and what it means for individual taxpayers in 2025. This sweeping legislation—nearly 900 pages long—builds on the 2017 Tax Cuts and Jobs Act (TCJA) and includes key updates to...
by Ben Hockema, CFP® | Jun 6, 2024 | Basics, Investing
When I meet a new acquaintance and they ask me the pervasive “what do you do” question, I struggle with the best way to answer. If I say something like “Financial Advisor” or “Financial Planner”, I know that the immediate reaction is to assume that I either sell...
