Market Update
The market has been volatile lately in response to the tariffs that are rolling out. Market volatility is never fun to endure, but it is a normal part of investing.
The Retirement Tax Trap: How to Avoid Hidden Costs in Your Golden Years
Discover how strategic tax planning can help you minimize taxes on Social Security, pensions, and withdrawals from retirement accounts.
How to Pay Zero Taxes on Your Social Security Benefits
Most retirees don’t realize it, but they’re likely overpaying in taxes on their Social Security benefits. The good news? With the right strategy, you can dramatically reduce—or even eliminate—the taxes on your Social Security income. In this post, we’ll walk through a real-life case study to show how one couple legally kept more of their retirement income and slashed their tax bill.
5 Money Traps to Avoid in 2025 (And What to Do Instead)
As the financial landscape continues to evolve, staying ahead of common money mistakes is so important to maintaining financial stability. In 2025, several pitfalls could impact your financial health if you’re not careful. Here are five money traps to avoid and practical strategies to navigate them effectively.
Social Security Fairness Act: What It Means for Your Retirement
If you have a pension and have been blocked from receiving your full Social Security benefits, you're in for a significant financial boost. Thanks to new legislation, your full Social Security benefit is now yours—potentially adding thousands, or even hundreds of thousands, of dollars to your lifetime earnings.
The Cost of Aging in Retirement and the Role of Long-Term Care Insurance
As retirement approaches, one of the most overlooked yet financially significant aspects is the cost of aging. With longer life expectancies and rising healthcare costs, your medical expenses can be one of the largest costs you will face in retirement (next to taxes). A private room in a nursing home can exceed $100,000 per year, while in-home care services quickly add up as well.