Did You Know Even Your Social Security Could Be Taxed?

_{In this week's newsletter:}

• Latest Good News: Grateful to Walk This Path With You

• Education: Did You Know Even Your Social Security Could Be Taxed? (video)

• Industry News: How the New GOP Tax Bill Could Reshape Estate Planning in 2025

• Lifestyle Tips: The 24 Most Affordable Places to Retire in the U.S.

Grateful to Walk This Path With You

Happy Winsday,

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

As we close out the month, I wanted to take a moment to share some good news—not about markets or milestones, but about you.

Every conversation, every plan we build together, reminds me why I do this work.

Being part of your financial journey—whether you're planning your legacy, navigating life changes, or simply trying to do better for your family—is an honor I don’t take lightly.

So here’s to the unseen victories, the steady steps, and the faith we place in a better future.

Thank you for allowing me to walk alongside you.

That’s the real Good News. 💛

And if we haven’t had the chance to connect yet—maybe you’ve been following along, thinking about your next financial move—I’d love to invite you to take that first step.

Your journey toward confidence and clarity starts with a conversation. Let’s talk.

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“Did you know even your Social Security could be taxed?”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

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How the New GOP Tax Bill Could Reshape Estate Planning in 2025

Thinking your estate plan is set for the long haul? Think again.

A sweeping new GOP tax bill could drastically change the estate planning landscape in 2025—possibly shrinking exemptions, reshaping trust rules, and increasing tax burdens for high-net-worth families.

Now is the time to revisit your strategy before the rules change.

The 24 Most Affordable Places to Retire in the U.S.

Dreaming of a comfortable retirement without breaking the bank?

Discover cities where your retirement savings can stretch further.

From vibrant college towns to serene coastal communities. These destinations offer affordable living, quality healthcare, and enriching lifestyles—proving that a fulfilling retirement doesn't have to come with a hefty price tag.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

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