Post “Big Beautiful Bill” Updates and Strategies We're Paying Close Attention To

Written By Michael Custer

There has been recent changes to the tax laws and investments markets. We've been doing a lot of research and studying on how we can use and implement these changes in hopes to improve your financial plan and strategies even more. With so much information (and misinformation) floating around, I thought I'd help clarify some of what actually has changed and what it could mean for you.

I put together a short video that walks through some of the key updates. If you're curious, or just want to stay informed, feel free to give it a watch. We're doing a lot of research!

Michael Custer

Michael graduated from Hope College where he played Quarterback for the football team. Now, he focuses on tax strategies, helping W-2 employees and small business owners with implementing tax strategies, learning their choices with old work retirement plans, and Roth IRAs. He has a passion for building a relationship with his clients. Understanding why money matters to you is important to him. He firmly believes that finances can be a powerful tool for your life goals.

Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and also holds his Series 7, Series 66, Series 24. and SIE registrations with LPL Financial as well as his Life, Health, Property and Casualty insurance licenses.

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