Discover the Waymark Way
with Wealth Building Resources

The “One Big Beautiful Bill” just reshaped your 2025 tax return. Brendan breaks down how the new deductions and refund changes could save you thousands.

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.