Blog and Resources
Financial news you don't want to miss.
The Social Security Fairness Act: Increased Benefits for Millions
January 17, 2025The Social Security Fairness Act, signed into law by President Biden on January 5, 2025, brings significant financial re...
Planning for Retirement: Maximize Your 401(k) Contributions in 2025
December 10, 2024Did you know that about 70% of U.S. private-sector workers can contribute to employer-sponsored retirement plans like 40...
Q4 2024 Newsletter
October 07, 2024This newsletter edition contains the following articles of interest: Thinking of Selling Your Home? Don't Be Surprised b...
Required Distributions: Changes You Need to Know
August 13, 2024The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distribu...
The Economic Impact of an Aging World
July 09, 2024The world is experiencing a profound demographic shift, with populations aging at an unprecedented rate. This trend pose...
Retirement Confidence Edges Up, With Some Optimism
June 11, 2024After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up ...
What Does the Future Hold for Social Security and Medicare?
May 21, 2024Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress tracking th...
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
May 14, 2024In early 2022, the IRS issued proposed regulations concerning required minimum distributions (RMDs) to reflect changes i...
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
There's Still Time to Fund an IRA for 2023
February 15, 2024The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned ...