MN Wealth Advisors

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MN Wealth Advisors

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02/25/2026

Big congratulations to Tony Moeller, Partner and Senior Advisor at MN Wealth Advisors, for being named a 2026 Five Star Wealth Manager!

This marks the 14th time Tony has been recognized by Five Star Professional, including an incredible 12 consecutive years earning this distinction. This honor reflects Tony’s unwavering commitment to his clients and his dedication to delivering thoughtful, personalized financial guidance year after year.

We’re proud to celebrate this well-deserved achievement!

02/24/2026

There’s good news on the horizon for taxpayers and investors.

The One Big Beautiful Bill Act of 2025 includes provisions that could benefit many households. In fact, the Tax Foundation estimates that each taxpayer may pay about $4,000 less in federal taxes starting in 2026. That’s real dollars back in your pocket.

This kind of momentum is encouraging and may continue to support investor confidence as we move into the second half of the year. At MN Wealth Advisors, we’re here to help you understand what these changes could mean for your financial plan and how to make the most of them.

02/09/2026

🎓 February is National Financial Aid Awareness Month!

If you have a student preparing for college, now’s the perfect time to explore financial aid options. From FAFSA to scholarships, understanding your choices can help your loved ones get the support they need to pursue higher education.

💡 Here’s how to get started:
• Start Early: Encourage your student to research and apply for financial aid as soon as possible. Early FAFSA submission can increase your chances of getting aid.
• Explore All Options: Look beyond federal aid. Check out state and school grants, scholarships, and work-study programs.
• Stay Informed: Financial aid rules can change, so keep up with the latest updates.
• Consult Us: Our team at MN Wealth Advisors is here to guide your family through personalized strategies to manage the cost of college.

Helping your student plan ahead can make a world of difference! 🌟

02/04/2026

Last but not least, we’re wrapping up our series on 5 key tax law changes coming in 2026 under the One Big Beautiful Bill Act—here’s #5: expiring energy tax credits.

Thinking about solar, EVs, or energy-efficient home upgrades? Several energy-related tax credits are set to expire under the OBBBA, including:
🚗 Clean vehicle credit
🏠 Residential clean energy credit
🔋 Energy-efficient home improvement credit

The IRS has published FAQs to help taxpayers understand eligibility requirements and phase-out timelines.

Before making any decisions, be sure to speak with your tax, legal, or accounting professional. 📞

Source: IRS.gov, September 16, 2025

01/27/2026

Up next in our overview of 5 key tax law changes coming in 2026 under the One Big Beautiful Bill Act—here’s #4: deductions for tips and overtime pay.

Starting in 2026, eligible taxpayers may be able to deduct:
🔹 Up to $25,000 in reported tips
🔹 Up to $12,500 in overtime compensation ($25,000 if married filing jointly)

These deductions are subject to income phaseouts, so eligibility will vary.

As with any tax change, don’t make adjustments until you’ve spoken with your tax, legal, or accounting professional. 📞

Source: IRS.gov, September 10, 2025

01/21/2026

Next up on our breakdown of 5 key tax law changes coming in 2026 under the One Big Beautiful Bill Act—here’s #3: updates to the Child Tax Credit.

Under the OBBBA, the Child Tax Credit increases to $2,200 per eligible child.

Additional updates include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These changes are designed to clarify eligibility and streamline administration—but they may affect how families plan for 2026 and beyond.

Before making any changes, be sure to speak with your tax, legal, or accounting professional. 📞

Source: IRS.gov, September 10, 2025

01/14/2026

As we continue our series on 5 key tax law changes coming in 2026 under the One Big Beautiful Bill Act—here’s #2: charitable giving for non-itemizers.

Starting in 2026, even if you don’t itemize, you may still be able to deduct cash donations to qualified charities:
🔹 Up to $1,000 if filing single
🔹 Up to $2,000 if married filing jointly

Donations must be made in cash and given to qualified organizations. This new option creates an opportunity to give back while managing taxable income—without itemizing deductions.

As always, reach out to your tax, legal, or accounting professional before making any changes. 📞

Source: IRS.gov, May 30, 2025

01/12/2026

January is National Financial Wellness Month, which means it's a great time to examine your money habits, priorities, and peace of mind.

Financial wellness isn't about being perfect with money. It’s about building a life that feels stable, supported, and sustainable—whatever that looks like for you.

That might mean:
📝 Reflecting on your current goals
🔁 Making small changes to your budget
📅 Automating your savings
💬 Checking in with someone you trust

No matter where you are on your journey, our team at MN Wealth Advisors takes great pride in supporting you. As we kick off the new year, don’t hesitate to reach out with questions—we’re always happy to help.

01/08/2026

We’re breaking down 5 key tax law changes coming in 2026 under the One Big Beautiful Bill Act—starting with #1: the standard deduction.

Under the OBBBA, the updated standard deduction amounts for 2026 may impact your upcoming tax filing:
▪️ $32,200 for married filing jointly
▪️ $24,150 for head of household
▪️ $16,100 for single or married filing separately

These changes could affect how you plan for next year—but before making any moves, be sure to speak with your tax, legal, or accounting professional. 📞

Stay tuned as we continue sharing the remaining updates.

Source: IRS.gov, September 10, 2025

01/05/2026

The start of a new year is a great time to step back and look at the bigger picture. A few small reviews early in the year may help you stay organized and ready for what’s ahead.

Here are three simple ways to start:
1️⃣ Reassess coverage and protection needs to make sure they reflect your current situation and priorities.
2️⃣ Review budgets and savings habits to see if recent changes in expenses or income call for updates.
3️⃣ Set short-term milestones that make progress easier to track and adjustments easier to manage.

Taking time to revisit these areas may help create structure and awareness for the year ahead.

Wishing you a healthy and productive New Year!

12/24/2025

Merry Christmas and Happy New Year from all of us at MN Wealth Advisors to you! 🎄✨ Wishing you joy, peace, and prosperity in the year ahead.

Address

6800 W 115th Street
Overland Park, KS
66211

Website

http://Www.mnwealthadvisors.com/

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