Bita Hamidi

09/04/2026

🎓 Your child’s future is too important to leave to chance.

College costs keep rising but planning early can make a BIG difference. 💰📚

If you’re a parent, let’s talk about how you can start building a college fund for your child today, so tomorrow they have more choices and fewer financial burdens.

👉 Don’t wait until college is around the corner. Start planning now.

08/30/2026

08/31/2025

🌞 Good Morning Business Owners!

💡 Tax Update: If you’re self-employed, a solo LLC, or in a partnership 👉 the 20% QBI (Qualified Business Income) Deduction is now PERMANENT ✅ (thanks to the new One Big Beautiful Act).

That means it’s here to stay beyond 2025 🙌 … and that’s a HUGE win for business owners during these challenging times.

📞 Want to explore more ways to reduce taxes + plan ahead? Call me for an obligation-free consultation.

✨ More tips coming your way soon!

08/30/2025

Your Tax Bracket

02/10/2025

02/10/2025

Retirement Security Rests on 3 legs!

02/03/2025

Making the Right Choice
The decision between an IRA and an annuity depends on your individual retirement goals, risk tolerance and financial situation.

Looking for growth and have a longer time horizon? An IRA could be the best choice.

Want guaranteed income and worried about outliving your savings? Consider an annuity.

Call now to connect with business.

01/25/2025

The Act was signed into law on January 5, 2025.

The Act ends the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). These provisions reduced or eliminated the Social Security benefits of over 3.2 million people who receive a pension based on work that was not covered by Social Security (a "non-covered pension") because they did not pay Social Security taxes. This law increases Social Security benefits for certain types of workers, including some:

teachers, firefighters, and police officers in many states;
federal employees covered by the Civil Service Retirement System; and
people whose work had been covered by a foreign social security system.

Call me for an obligation free consultation.

11/13/2024

Follow me for some planning tips!

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We help families to learn how to Save Money, how to plan for Retirement & how to Protect their famil