Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will It Take to Pay my Balance?
Estimate the future value of your current savings.
How much would your monthly lease payment be?