Hi, I'm Ben Gurwitz, a Certified Financial Planner™ and CEO of Financial Life Advisors. We're a firm that helps families navigate investments, tax, insurance, and their estates to help them achieve their life goals. Specifically today, I wanted to put together a little video to cover the One Big Beautiful Bill Act (OBBBA) — what those changes in that bill mean and how someone may benefit from them. Not just today, but when keeping a long-term view. Of course, I always need to put in our...

As 2025 winds down, it is easy to focus on the holidays and push “money matters” to January. But this is one of the most valuable times of the year to pause, review, and plan. We believe in purposeful, proactive planning — and that includes taking advantage of the final months of the year to strengthen your financial position. Why Year-End Planning Matters Year-end tax planning is not about rushing to beat deadlines or making dramatic changes. It is about identifying small, strategic...