Education Blog
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March 2026 Question of the Month
March 14, 2026
“Dear Brian. I have heard a lot about the benefits of doing Roth conversions to become more tax efficient. However, someone told me it is not a good idea because of the lost opportunity cost. What does that mean specifically, and is this a reason not to do Roth conversions? Thank you.” LeAnn
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What You Don’t Know About Your IRA Can Hurt You
March 5, 2026
The IRA is one of the main staples of retirement planning. In fact, millions of people use IRAs to save for and provide an income in retirement. However, many people are not getting as much out of these plans as possible because they don’t know as much as they should about IRAs.
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Tax Savings Moves You Can Still Make for the Year 2025
February 26, 2026
We are in the heart of tax filing season. People everywhere are gathering documents, organizing their information, and preparing their tax returns. Of course, everyone wants to pay as little in taxes as possible. So, are there still ways to save taxes and/or become more tax efficient for the 2025 tax year?
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Are You Ready or Able to Retire?
February 12, 2026
Let me ask you a question – would you retire if you could? Most people would say, “Well, that is a silly question, of course I would!” That is because retirement is the ultimate goal for most workers, and most people want to retire at an early age or at least as soon as possible. But before you make the decision to retire, you need to consider many critical factors.
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The 2026 Retirement Savings Limits - What Changed and Who it Impacts
February 10, 2026
The IRS adjusts retirement account contribution limits annually based on inflation. For 2026, several key limits increased, providing more room for tax-advantaged savings. Understanding these changes helps you maximize contributions and avoid missed opportunities.
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Key Retirement Planning Moves for Today’s New Financial World
January 29, 2026
Every worker’s ultimate goal is to be able to retire someday. To do that, you must have a retirement plan. A successful retirement plan is a two-part process; building that retirement plan, and then maintaining the plan. However, the problem is that building and maintaining a successful retirement plan has never been more difficult.
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