Smart Money Moves to Make for 2026
Whether you’re retiring in five years or still figuring out your ideal timeline, here are some smart money moves to make now that can strengthen your financial position heading into 2026 and beyond.
26 Things To Consider In 2026
26 Things to Consider For 2026 1. Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption, divorce or a death in the family in 2025, these forms may need to be updated. What better way to start the new year than with a new beneficiary on the retirement plan if a change is needed! If there are any updates, we will change them in the Seaside Portal. Read on for all 26 things!
Smart Year-End Money Moves to Strengthen Your Financial Future
The end of the year is a natural checkpoint for your finances. It’s a chance to review what’s changed, take advantage of key tax strategies, and make sure your long-term financial plan is still aligned with your goals. At Seaside Wealth Management, these topics come up regularly in our ongoing planning conversations, and we help clients sort through them as part of a thoughtful, year-round process. Below are some of the most impactful year-end money moves to consider.
What to Do With an Inheritance: Smart Moves for Wealth Preservation
Receiving an inheritance can be a financial turning point, but without a clear strategy, it can quickly become a missed opportunity. Learn how to approach inherited assets, taxes, and investment decisions with clarity and purpose.
8 Things to Think About as You Approach Retirement
For many individuals, retirement isn’t simply about stepping away from work; it’s about stepping into a new chapter with intention. You’ve spent decades building your wealth, creating security for your family, and shaping a lifestyle you value. Now, as you begin to look toward the horizon of retirement, the questions shift from “How do I earn more?” to “How do I make this next phase everything I’ve worked for?” Here are 8 things to think about as you approach retirement.
Mega Backdoor Roth IRA: The Secret Wealth-Building Strategy
If you’re a high-income earner you may have already maxed out your traditional Roth IRA or found yourself phased out due to income limits. But there’s a powerful tool that many investors haven’t fully taken advantage of—the Mega Backdoor Roth IRA. Despite the complicated name, the strategy is surprisingly straightforward and can be a game-changer for long-term, tax-free wealth accumulation.