Families with children will see some important changes to the Child Tax Credit starting in 2025. Here’s what you need to know: A Bigger Credit in 2025 The Child Tax Credit was set to shrink from $2,000 per child down
The “Big Beautiful Bill” (OBBBA) rolls back several clean energy tax credits originally created under the Inflation Reduction Act of 2022. These changes could directly affect individuals and families planning to invest in electric vehicles, home energy efficiency, or renewable
The “Big Beautiful Bill” (OBBBA) reshaped the Qualified Opportunity Zone (QOZ) program, a tax incentive first introduced in 2017 to encourage investment in designated low-income communities. While the original program was set to expire in 2026, OBBBA created a more
Public Service Loan Forgiveness (PSLF) offers a powerful pathway for federal student-loan borrowers working in public or nonprofit service to have remaining balances forgiven after 120 qualifying payments (10 years). But recent legislative changes under the One Big Beautiful Bill
The One Big Beautiful Bill Act (enacted July 4, 2025 as Public Law 119-21) significantly reforms how federal student loan repayment works. One of its central goals is to simplify repayment options and adjust income-driven plans. Key among its changes
The One Big Beautiful Bill Act, enacted July 4, 2025 (P.L. 119-21), makes sweeping changes to student loan programs, repayment plans, borrowing limits, forbearance/deferment, and eligibility rules. Borrowers and their advisors need to track several critical deadlines to preserve favorable
The One Big Beautiful Bill Act (OBBB), signed in 2025 and effective for most new loans on July 1, 2026, represents the most significant overhaul of federal student lending in decades. While undergraduate borrowing limits remain unchanged, graduate and parental
Does Paying More Often Really Pay Off Your Mortgage Faster? For homeowners in Boulder and Boulder County, where housing prices remain among the highest in Colorado, finding ways to save on mortgage interest can make a meaningful difference. Biweekly or
At InSight Financial Planners, we’re proud to be one of the fastest-growing independent financial planning firms in Boulder, helping families, business owners, and professionals navigate big shifts like the One Big Beautiful Bill Act. Whether it’s understanding the new student
When most people think of senior housing, they picture outdated facilities from a generation ago. Today’s reality is far different. Modern senior housing communities are designed to be vibrant, attractive, and engaging places that offer residents far more than just
Kevin and I have been spending a lot of time lately talking about AI, robotics, and the surge of investment chasing both. We’re fascinated by the big, headline-grabbing breakthroughs — self-driving cars, warehouse automation, generative AI — but just as
Identity Theft: What Steps Can You Take? Safeguarding your identity is no longer optional, it’s essential. Identity theft is a growing threat that can disrupt your financial goals, damage your credit, and create costly legal headaches. The good news? You
