
The One Big Beautiful Bill Act’s Impact on Education
Understand new 529 plan rules under the One Big Beautiful Bill Act and what they mean for your family’s education savings strategy.
Author: Brandon Jordan, CFP®, CHFC®, CEPA®, CVGA®, CLU®, MSA, EA | CEO of Impact Advisors Group
Should a business owner consider engaging a personal CFO? After all, 90% of their wealth is often tied up in their business. What value would having a personal CFO be?
IAG believes that business owners would improve the odds of financial success (personal & business) by actively engaging in personal financial planning, with a personal CFO, for 10 key reasons:
1. Personal Financial Security & Stability
2. Tax Optimization
3. Cash Flow Management
4. Separation of Personal and Business Finances
5. Succession and Estate Planning
6. Wealth Building
7. Stress Reduction
8. Better Decision Making
9. Attracting Investment or Financing
10.Work-Life Balance
This will benefit your business. It will benefit your employees. It will benefit your family. It will benefit YOU!
Understand new 529 plan rules under the One Big Beautiful Bill Act and what they mean for your family’s education savings strategy.
Beating the market is rare. Learn why most active funds lag and why index investing (buying the haystack) can be the smarter choice.
Customer concentration occurs when a large part of a company’s revenue comes from a single or small group of customers/clients.
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions.