Hello from Mint Hill, North Carolina,
August is here, and with it comes the quiet transition between summer’s long days and the structure that fall brings. Whether you’re squeezing in a final summer getaway or simply counting down the days until the school year begins, now is a great time to take a step back, reflect, and make thoughtful progress on the financial goals that matter most to you and your family.
This month’s newsletter includes a curated set of articles we believe you’ll find both timely and valuable. Topics include current economic conditions, good vs bad debt and 5 questions to ask yourself before starting an entrepreneurial endeavor. We hope these resources offer clarity and inspiration as you look ahead.
As always, we are grateful for the opportunity to be your trusted partner in navigating life’s financial journey. If any of these articles resonate with you—or if you simply have a question about your portfolio, tax planning, or your financial goals—we’re here to help.
Thank you for your continued confidence in Mint Hill Wealth.
Jake Stevenson
 | Roth IRA Vs Traditional IRA How Much Will You Withdraw For Retirement?See how Roth vs Traditional IRA withdrawals impact your retirement taxes and IRMAA costs—potentially saving you hundreds of thousands over 30 years.
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 | Four Ways to Prepare for When Your Adult Kids Need Financial HelpMany parents continue to support their children after they graduate from college. It helps to start planning for that, just in case.
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 | How America’s economy is dodging disasterIt is astonishingly dynamic, even under the weight of tariffs.
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| Get Ready for New Rules on Tax Breaks for Charitable GivingDonors have several months to plan their contributions before changes from the One Big Beautiful Bill kick in.
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| ‘Trump Accounts’ for Kids Come With $1,000—and Tax ComplicationsThe details of these IRAs for babies changed significantly as they moved through Congress.
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| Good Vs Bad Debt: When To Borrow, Pass, Or Pay CashFiguring out when to take out a loan, pay cash, use leverage, or pass when something isn’t affordable. Unpacking the differences between good debt and bad debt.
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| 4 Steps To Help You Decide Where To Live In RetirementDeciding where to live in retirement is one of the most important decisions you’ll make that can significantly impact your quality of life.
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 | 5 Questions Every Entrepreneur Should Ask Before Saying Yes to Something NewA simple five-question filter to help entrepreneurs decide which opportunities to pursue by staying true to their mission, strengths and vision for sustainable, meaningful growth.
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