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.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term.