In this issue:

• Summary of the recently signed into law "One Big Beautiful Bill Act" and its provisions most likely to impact personal income taxes for people in or near retirement

In this issue:

• Dog accessories and new clients
• How brokerage custodians make money

In this issue:

• Get to know Brad
• What Tenon Financial actually does for clients

In this issue:

• Tenon Financial is growing!
• How to protect your ID and financial information

In this issue:

• Moose's first haircut and a trip to Beantown
• Understanding mutual fund capital gain distributions (in a normal taxable brokerage account)

In this issue:

• A conference and a tax planning designation
• How much to Roth convert in a year

In this issue:

• Snowboarding and a Moose
• Who should consider doing Roth conversions

In this issue:

• Happy new year
• Tax-related changes for 2025