Welcome to The Ibach Team!
Thank you for visiting our site.
James S. Ibach, MBA, CFP®, ChFC®, AEP®
Maryanne T. Ibach, RN, CFP®, ChFC®, CLTC®
James R. Ibach, CFP®, ChFC®, CLU®
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Newsletters
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.