May 14, 2026

May 7, 2026

This Mother’s Day weekend, we want to say Happy Mother’s Day to all the incredible women in our lives. In fact, let’s go further. Next week is Mother’s Day Week, because mothers and women everywhere deserve a full week of recognition and attention.

To honor them in a meaningful way, we are approaching this from a financial perspective by sharing information and practical advice to help women build a more secure future.

April 30, 2026

Tax efficiency is one of the biggest factors in a successful retirement plan, yet most pre-retirees and retirees give it little thought. When faced with basic taxation questions, most retirees don’t know the answers.

April 23, 2026

However, unfortunately for your friends, this is a classic case of ‘When what you think is really good news is actually bad news’. Let me explain.

All traditional retirement savings account dollars are taxable. So if they saved $2 million in a traditional

IRA or a company-sponsored retirement savings plan, they have to pay tax on those dollars at some point.

The IRS will force them to start paying tax on those dollars at RMD age, which is currently age 73.

April 16, 2026

The continual ‘tick’ sound is the typical sound of a bomb about to go off. Fortunately, for most of us, that sound is only heard in the movies. However, this sound may now be a very realistic reality in real life concerning your traditional IRA, 401(k) and 403(b) retirement savings plans. So, what are you going to do?

April 15, 2026

Most people set up their workplace retirement account once and never look again. If you landed
in a target-date fund by default, you may be paying more than necessary, growing more slowly
than you should and taking far less control than you realize you can.