August 2025 - Hobart Wealth

Breaking Down the One Big Beautiful Bill: The New Senior Deduction

August 26, 2025 | in Financial Planning, Investment Planning

The One Big Beautiful Bill (OBBB) is the kind of sweeping tax law that gets a lot of airtime—and even more confusion. Headlines scream big promises, while the fine print tells a different story.

View

The Case for “Do-Anything” Money

August 19, 2025 | in Financial Planning

A brokerage account is just an account in your own name (or joint with your spouse) where you can invest in stocks, bonds, funds — the usual suspects. There’s no contribution limit, no income cap, and most importantly: no early-withdrawal penalties.

View

ACA Premiums May Rise—Here’s Why, and What to Do About It

August 13, 2025 | in Financial Planning

If you get health insurance through the Affordable Care Act marketplace, here’s something worth knowing now, before your 2026 renewal notice