by Ben Hockema, CFP® | Jan 15, 2026 | Uncategorized
Tax planning is rarely about a single rate or rule. The most meaningful decisions come from understanding how tax brackets, capital gains, Social Security taxation, Medicare premiums, and surtaxes interact across different phases of life.From a planning perspective,...
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...
