Discover the Waymark Way
with Wealth Building Resources

529 plans just got a major upgrade. From Roth rollovers to expanded K–12 limits, Brandon breaks down what families need to know to maximize their savings.

Trump’s "One Big, Beautiful Bill Act" just passed—and it brings major tax changes. In this episode of Coffee with Waymark, Brendan offers a clear, non-political breakdown of the proposed changes in Trump’s One Big Beautiful Bill. Organized by income level, he highlights what’s staying, what’s changing, and how long these updates may last.