The One Big Beautiful Bill Act was signed into law on July 4th, marking one of the most extensive pieces of legislation in recent years. Spanning more than 900 pages, it covers a wide range of tax and spending changes. Curious how this might relate to your financial planning? Take a look at our latest summary.
Inherited an IRA? New rules may affect your distributions. Learn smart inherited IRA options to avoid costly tax mistakes.
Sequence of returns risk can put some retirement funds in jeopardy. Find out how to strategize withdrawals and mitigate the impact.
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.
Believe DIY investing is cutting costs? You might be wrong. Discover the hidden risks in our latest post.
Losing a spouse is always difficult, and the widow’s penalty can add to the stress. My latest post covers how to navigate it.
Planning for retirement? Don’t forget to consider how to manage your taxes during this phase. Here are 5 strategies to help you save.
Vesting schedules and employer matching are a couple of factors to think about when planning when to retire. Learn how to choose.