Latest Articles

Retirement

• Social Security Fairness Act's New Chapter
• Retirement Traps to Avoid
• Should You Borrow from Your 401(k)?
• Money that Buys Good Health is Never Ill Spent
• Financial Strategies for Women
• Immediate vs. Deferred Annuities
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Healthcare Costs in Retirement
• How the SECURE Act 2.0 Changed RMDs
• Maximize Retirement with Year-End Financial Moves
• Strategic Year-End Planning for a Strong Retirement
• Year-End Moves to Help You Prepare for Retirement
• Year-End Moves to Optimize Retirement Transitions

Estate

• Steps to Protecting a Child with Disabilities
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• A Living Trust Primer
• Why Everyone Needs an Estate Strategy
• Will Power
• White Elephant Inheritance
• Put It in a Letter
• What is the Value of Your Business?
• Year-End Planning: Preserve, Grow, and Give
• Preserve, Grow, and Give: Year-End Wealth Planning
• Estate Strategies to Grow Wealth for Generations
• Estate Planning: Grow & Preserve Your Wealth

Tax

• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• The One Big Beautiful Bill and You
• What’s My 2025 Tax Bracket?
• What Is a 1035 Exchange?
• How to Make the Tax Code Work for You
• You May Need to Make Estimated Tax Payments If…
• How to Appeal Your Property Taxes
• Red Flags for Tax Auditors
• What If You Get Audited?