Thomas Gonzalez - Iron Birch Advisors

07/14/2025

https://bit.ly/3TZ9Qnr

The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

06/20/2025

https://on.wsj.com/445CEir

In Panama City, Fla., and Paradise, Calif., money poured in after natural disasters—squeezing some residents out. The dynamic is repeating across the U.S.

06/10/2025

https://bit.ly/3Ht2i9s

Before she quit her job at Amazon, Myra Deshmukh changed her 401(k) contributions to 60% of her paycheck and used all of her personal days.

06/04/2025

Happy Pride Month!

06/02/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts. See attached for complete article.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

05/30/2025

https://bit.ly/43IVxrz

Analysts and trade lawyers expect the Trump administration to pivot to using other avenues to put levies in place.

05/21/2025

Congratulations to the class of 2025! What's next for the graduate in your life?

05/12/2025

Allowances can help kids practice making financial decisions. Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares other tips for raising money-savvy kids in this interview with Yahoo Finance.

Inflation and the health of the US economy are among American parents' top concerns. Ameriprise vice president of financial planning and advice, Deana Healy, joins Wealth with Brad Smith to share her top tips for parents working to raise their kids with money savviness. To watch more expert insights...

04/15/2025

Today is Tax Day. Read this article to learn how to get an extension and avoid IRS fines.

Laggard taxpayers can easily get a filing extension to Oct. 15, though they must pay the money they owe now.

04/07/2025

Hey, Retirees. The Best Thing to Do to Your Stock Portfolio Is Nothing.
Check out this article from Barron's below.

Selling during a market downturn is almost always a bad idea. Some of the market’s best days usually follow its worst days.

03/25/2025

Roth IRAs are gaining traction with younger investors. The WSJ covers why they're a popular choice. Read below for more details.

By getting the money in early, the thinking goes, they are giving it time to grow tax-free. In the run-up to tax day, more savers are making last-minute contributions to max out their individual retirement accounts.

03/14/2025

Happy Holi! Wishing you a festival full of color, joy, and prosperity. May this new season bring fresh opportunities and financial success.