
Hosted by Jaime Malm · EN

Government shutdowns, rate cuts, and nonstop headlines…what does it all mean for your money? In this episode, Jaime explains why markets often take Washington drama in stride and what adjustments you may or may not need to make in your portfolio.

In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons and discuss the most overlooked tax deductions, proactive tax planning and real examples of how to avoid costly mistakes and make smarter financial decisions.

In this episode, we cover the foundational items every parent and student should know about offsetting the costs of college, plus savings vehicles like 529 plans, Coverdells ESA’s and custodial accounts. We dive into scholarships, grants, FAFSA timelines and how to balance budgeting for college with your own retirement goals.