How often do you find yourself Googling Roth contribution limits? Below is a full breakdown of allowable retirement plan contributions by plan type, along with the age-based catch-up rules and income thresholds that determine how much you can put away this year. These change every...
Your Social Security number, mother's maiden name, hometown, and elementary school are almost certainly for sale somewhere on the internet right now. Data breaches at banks, retailers, healthcare providers, and government agencies have exposed this information for nearly every American at least once, and often...
Sequence of Return Risk Explained By: Noah King, Intern If you follow any talking heads online, you might have heard the term "sequence of return risk." It can be worrisome for retirees and those quickly approaching that life milestone. In this article, we're going to talk about...
Market Update: Second Quarter 2026 If you read the headlines last quarter, you'd think the market should have had a rough few months. The Strait of Hormuz was in the news, oil prices spiked when the conflict with Iran escalated, and inflation numbers came in...
By now, you may have heard about 530A accounts, aka Trump Accounts. These are new, tax-advantaged savings vehicles designed for minor children. They were signed into law in 2025 and are launching on July 4, 2026. While some details are still being finalized, enough is known...
Every fall, Social Security announces its cost-of-living adjustment for the coming year, and every fall, retirees brace for the Medicare premium announcement that follows shortly after. In 2026, the gap between the two numbers is worth paying close attention to, and if your income is...
Giving Smarter: How to Make Your Charitable Donations Work Harder Most people give to charity because they want to make a difference, not because of the tax benefits. But those two goals do not have to be mutually exclusive! With some straightforward planning, you can often...
Market Update: First Quarter 2026 I'm grateful to be writing this to you from my new home office! Blue skies above and flowers in bloom outside the large window I chose for this space. While the picture is rosy at my house right now, the first...
As more adults in their golden years explore new relationships—both online and in person—the risk of financial exploitation has increased. Scammers often target seniors seeking companionship, using emotional manipulation to gain trust and ultimately exploit their finances. This article outlines key red flags, practical safety...
In six of the past seven years, the S&P 500 has delivered double-digit returns. That kind of consistency speaks to the power of long-term investing, even in the face of frequent uncertainty. What made last year especially notable is that returns were not limited to...