Cannon Wealth Management

10/16/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

10/14/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

10/12/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

10/09/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

10/07/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

10/06/2026

This may be the most important workshop you allow yourself to attend.

Why do we spend the way we do?
What triggers our financial decisions?
And when did we first begin forming the beliefs and habits that shape the way we think about money today?

These are questions we don’t often stop to ask ourselves—but the answers can be incredibly revealing.

If this has piqued your interest, watch the video below and learn more about Investing from the Inside Out.

Sometimes understanding where our financial story began is the first step toward changing where it goes next.

10/05/2026

Consider a bucket plan to go with your bucket list.

10/02/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.