Inherited IRA Options: What Heirs Need to Know
Inherited an IRA? New rules may affect your distributions. Learn smart inherited IRA options to avoid costly tax mistakes.
The Importance of Understanding Sequence of Returns Risk
Sequence of returns risk can put some retirement funds in jeopardy. Find out how to strategize withdrawals and mitigate the impact.
Slow & Steady Wins the Race: All About Index Funds
Slow and steady can go a long way—especially when it comes to investing. Learn why index funds continue to be a smart choice for long-term investors.
The Real Cost of DIY Investing
Believe DIY investing is cutting costs? You might be wrong. Discover the hidden risks in our latest post.
The Widow’s Penalty and Taxes
Losing a spouse is always difficult, and the widow’s penalty can add to the stress. My latest post covers how to navigate it.
5 Ways to Save on Taxes During Retirement
Planning for retirement? Don’t forget to consider how to manage your taxes during this phase. Here are 5 strategies to help you save.
When to Retire: December, January, or Mid-Year?
Vesting schedules and employer matching are a couple of factors to think about when planning when to retire. Learn how to choose.
4 Smart Financial Gifts for Kids and Grandkids
Looking for a meaningful gift that lasts a lifetime? Consider these 4 financial gifts that can set your kids and grandkids up for a solid financial future.