Financial Planning

August 2025
Modest Inflation Pushes Estimated Social Security COLA Higher
The Social Security Cost-of-Living Adjustment (COLA) is a critical mechanism that helps millions of Americans maintain their purchasing power amid rising prices. [...]
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August 2025
The Tax Bill’s Expanded 529’s and New Child Accounts
Recent tax legislation has introduced transformative reforms to 529 college savings plans and established innovative child accounts, often referred to as “Baby [...]
Read more The Tax Bill’s Expanded 529’s and New Child Accounts

July 2025
Why An Alarming Number Of Workers Cash Out 401(k) Plans
An alarming trend has emerged in recent years: a significant number of workers are cashing out their 401(k) retirement plans, often at the expense of their [...]
Read more Why An Alarming Number Of Workers Cash Out 401(k) Plans

June 2025
3 Economic Benefits of Hiring a Spouse
In the realm of small business ownership, strategic financial planning is crucial for maximizing profitability and minimizing tax liabilities. One often-overlooked [...]
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June 2025
Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions
In recent years, populist movements have gained significant traction in American politics, influencing policy debates across the spectrum. Among the proposals [...]
Read more Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions

May 2025
Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security [...]
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May 2025
Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in [...]
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April 2025
Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, [...]
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February 2025
How to Access Your IRA Without Penalty Before Age 59 ½
Section 72(t) of the Internal Revenue Code allows individuals to access funds from their retirement accounts before reaching the typical retirement age of 59½ [...]
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January 2025
Social Security Changes for 2025
In 2025, several significant changes to the U.S. Social Security system have been implemented, reflecting both economic adjustments and legislative decisions that [...]
Read more Social Security Changes for 2025
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