The Wealth, Well-Ordered Blog

Practical insights, timeless truths, and real-life situations to help you align your wealth with what matters most.

Where Your Treasure Rests: Wealth, Reform, and Renewal in the Midst of Change best life of significance investments taxes wealth protection Jul 18, 2025

As the sun rose this morning, many of us who pray the Liturgy of the Hours reflected on the antiphon from Psalm 36: “In your light, Lord, we see light.” It's a reminder that true clarity doesn’t come from market forecasts or legislative briefings—it comes from remaining anchored in God’s wisdom, esp...

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What to anticipate with the One Big Beautiful Bill Act (OBBBA) estate planning investments philanthropy retirement tax strategies taxes Jun 27, 2025

Key Provisions in the Amended Bill

  • SALT Cap Raised: State and local tax deduction cap raised to $40,000 (temporary, first five years) 

  • Tax Breaks: Deductions for overtime and tips; expanded child tax credit ($2,200 per child); auto loan interest deduction on U.S.-assembled cars

  • Senior...

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When Roth Conversions Make No Sense estate planning investments philanthropy retirement tax strategies taxes wealth protection Mar 11, 2025

The benefits of Roth IRAs are undeniable: earnings and withdrawals are tax-free, and there are no required minimum distributions (RMDs). However, converting your traditional IRA to a Roth isn’t always right. In some situations, it could even be a costly mistake.

Should You Convert to a Roth IRA?

B...

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