by Chad Gammon | Jul 7, 2025 | Tax Strategy
One of the quieter yet significant changes in the One Big Beautiful Bill is the introduction of a permanent above-the-line charitable deduction for taxpayers who don’t itemize. This means everyday generosity can now yield a tangible tax benefit. A Quick...
by Chad Gammon | Jul 5, 2025 | Retirement Planning, Tax Strategy
What Does the One Big, Beautiful Bill Mean for Roth IRA Conversions in Retirement? If you’ve been following tax strategy headlines over the past few years, you’ve probably heard a common refrain: convert to a Roth IRA before tax rates go up in 2026....
by Chad Gammon | Jul 1, 2025 | Investments
Still working but starting to think seriously about retirement? You’re not alone. If you’re in your 50s or early 60s, this is a crucial window to adjust your investment strategy so you can retire with confidence even if you don’t have a million dollars saved. ...
by Chad Gammon | Jun 28, 2025 | Retirement Planning
Many people believe you need a million dollars to retire comfortably. But the reality is, most Americans retire with far less, and still enjoy fulfilling, financially secure lives. If you’re in your 50s or 60s and feeling behind, don’t panic. At Custom Fit Financial,...
