Wisdom in the News: Scott Neubauer Shares Tax Planning Insight in Chicago Sun-Times

We’re excited to share that Scott Neubauer, financial advisor at Wisdom Investments, was recently featured in the Chicago Sun-Times in an article covering the impact of the recently passed federal tax bill on taxpayers. In the piece, Scott offered insight on one of the most meaningful changes for many Illinois homeowners: the increase in the state and local tax deduction, commonly known as the SALT deduction.

The article explains that the new law increased the SALT deduction from $10,000 to $40,000, a change that took effect in 2025 and is set to rise by 1% annually through 2029 unless future legislation changes it. Scott noted that, for many Illinois families facing high property taxes, this could provide meaningful relief.

As Scott shared in the article, “Given our state’s consistently high property taxes, that’s a notable amount of relief for many homeowners.”

At Wisdom Investments, we believe financial planning should help people make wise decisions with clarity and confidence. Our team is committed to helping individuals and families understand how major tax law changes may affect their financial lives, not just in theory, but in practical, personal terms. Wisdom Investments describes its approach as fiduciary, personalized, and rooted in helping clients make smart money choices aligned with their goals and values.

We’re proud to see Scott recognized as a trusted voice in a major regional publication, and even more proud of the steady, thoughtful guidance he provides to clients every day. His feature in the Chicago Sun-Times reflects the kind of practical insight and client-centered perspective we value at Wisdom Investments.

If recent tax law changes have raised questions about your own financial plan, our team is here to help you think through the implications and make informed decisions for the road ahead.

If you’d like to discuss how these insights apply to your unique situation, or if you want to talk to Jose or Scott about setting healthy "generosity boundaries" for your family, we are here to help. Click below to schedule a free, no obligation call.

This post is for informational purposes only and does not constitute financial advice. Please consult with a professional advisor regarding your unique situation.