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Navigating 2026 Tax Changes with Intention and Wisdom

By Andy Ferguson, Financial Planner | CFP® | CKA® | February 2, 2026
Andy Ferguson

Each new year brings change, but 2026 arrives with a particularly full plate of tax reforms that could significantly affect how families plan and give. At John Moore Associates, we see these changes as opportunities to steward resources wisely and reflect intentionality guided by biblical principles. Let me walk you through some of the key…

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Arizona Tax Credits Offer Tax Savings: 2025 Update

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 5, 2025
Cole Leonida, JMA Associates

A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2025…

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Time to Be Intentional with Year-End Planning

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 3, 2025
Cole Leonida, JMA Associates

As the leaves fall and the calendar edges closer to December 31st, many of our clients begin asking the same question: “Is there anything I still need to do before year-end? And do I still have time to get everything done?” The good news is yes—there’s still time to be intentional about your charitable giving,…

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Year-End Tax Planning Strategies

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | December 2, 2024
Cole Leonida, JMA Associates

As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead.…

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A Tax-Efficient Way to Pay for Education

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | October 10, 2023
Cole Leonida, JMA Associates

With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation. One well-known but underutilized option, the 529 college savings plan, has recently become…

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Recent Posts

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  • Reflections from the Kingdom Advisors Conference 2026
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  • Wealth and Wisdom Podcast: Episode 30
  • Wealth and Wisdom Podcast: Episode 29

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