Financial Planning
One Demographic Really Likes Roth Conversions
Roth IRA conversions are gaining significant traction among Generation X (born 1965–1980) as this cohort approaches and enters retirement age. Now in their mid-40s [...]
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Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
The Social Security program, a cornerstone of American retirement security since 1935, faces an existential crisis. With the trust fund projected to deplete by the [...]
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Gen Xers Face Retirement Saving Gap Without A Plan
Generation X, born roughly between 1965 and 1980 and now aged 45 to 60, stands at the precipice of retirement with mounting anxiety. As the first cohort to rely [...]
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Americans Want Passion Projects and Adventure in Retirement
Traditional images of retirement—quiet days on a golf course or leisurely afternoons in a rocking chair—are fading. A growing number of Americans envision their [...]
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ABLE Accounts For Disability Are Expanding In 2026
Achieving a Better Life Experience (ABLE) accounts, established in 2014, provide a vital financial tool for individuals with disabilities. These tax-advantaged [...]
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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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Obamacare Premiums Could Increase 75% in 2026
The Affordable Care Act (ACA), commonly known as Obamacare, faces a critical juncture as a combination of rising healthcare costs, expensive new drugs, and the [...]
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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 [...]
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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 [...]
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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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