Blog
How 2025 Retirement Changes Impact Your Nest Egg
Big changes are coming to retirement planning in 2025, and they could have a major impact on your financial future. With tax laws shifting, Social Security rules evolving, and contribution limits increasing, now is the time to take a closer look at how these updates might affect you. Whether you're Read More
The Widow Tax Penalty: What It Means & How to Prepare
Losing a spouse is one of life’s most difficult transitions, both emotionally and financially. Among the many adjustments that come with this loss, one challenge often catches surviving spouses off guard: the “Widow’s Penalty.” In this article, we’ll look at what this penalty entails, how it impacts your tax bill, and Read More
Year-Round Tax Planning to Reduce Stress & Save More
As February comes to a close, many people are gearing up for April’s tax deadline. But while tax season itself may be an annual event, the financial decisions you make throughout the year can greatly influence your financial well-being. Without ongoing planning, you might miss saving opportunities and face Read More
The 4% Rule in Retirement: Is It Still Effective?
When it comes to retirement planning, one of the most commonly cited guidelines is the 4% rule. It’s been used for decades as a straightforward way to gauge how much you can safely withdraw each year without running out of money prematurely. But is this “one-size-fits-all” rule still effective Read More
Tariffs & the Stock Market: The Impact on Your Investments
Economic headlines are buzzing once again with news about tariffs, reigniting discussions about global trade policies and their ripple effects on markets. For investors, this raises an important question: How will tariffs impact portfolios, and what steps can be taken to navigate this economic uncertainty?In this blog, we’ll break down Read More
Sudden Wealth Syndrome: How to Handle an Inheritance Wisely
Inheriting a substantial sum of money is a life-changing event. It can bring good fortune and new opportunities but also unexpected challenges — both financial and emotional. Many heirs feel a rush of excitement, quickly followed by feelings of isolation, anxiety, confusion, or even guilt. If you’ve recently come Read More