The Pros and Cons of Life Insurance: An Overview
Life insurance can be a great piece of financial support for your family, but, in some cases, also for your immediate financial needs. Life insurance has […]
December 2024
Recent Tax Changes Boost 529 Plan Benefits
529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These […]
How Spending and Budgets in Retirement Change Over Time
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending […]
November 2024
Important Updates to Social Security in 2025
As we approach 2025, the Social Security Administration (SSA) has announced several important changes to the program that will affect millions of beneficiaries. These updates are designed to […]
Differences Between Traditional and Roth IRA
When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their […]
Retirement Planning Refresher: What Retirees Need to Know About SECURE Act 2.0
The SECURE Act 2.0, signed into law in late 2022, brought significant changes to retirement savings and planning—namely, the rules around how retirement […]
Back to the Basics of Retirement Accounts
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so […]
October 2024
7 Ways to Celebrate Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you’re a novice or knowledgeable in finance, assessing your […]
Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For […]
A Recent History of Federal Reserve Policy
The past quarter century has held times of economic prosperity and crisis in this country. Because your retirement hinges on your financial options and decisions, the economic health […]
