Financial Planning
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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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 [...]
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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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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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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 [...]
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2024 Year-End Review: The Path is Always Foggy
As we close the books on 2024, it’s time to look back at what the heck just happened! To our chagrin, barring no major moves lower in the next week, the US [...]
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Homeowners: $4k In Annual Savings on Rate Drop
As the Federal Reserve embarks on its campaign to lower interest rates, U.S. homeowners are eagerly grasping for mortgage savings. With mortgage rates now nearing [...]
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Consumer Confidence Falls Most In Three Years On Labor Views
US consumer confidence took an unexpected dive in September, marking the most significant decline in three years. According to The Conference Board’s latest data, [...]
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Research Proves “You Can Never Have Too Much Money”
When it comes to the age-old debate of whether money can buy happiness, recent research suggests that the answer is a resounding “yes” – and more is [...]
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60% Of Workers Will Delay Retirement For Lack Of Assets
Goldman Sachs Asset Management’s 2024 annual report on retirement trends paints a concerning picture: more than a third of working baby boomers and half of Gen [...]
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Recent posts
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Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025 -
3 Economic Benefits of Hiring a Spouse
June 10, 2025 -
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Can Trump Really End Taxes on Social Security?
May 24, 2025 -
Is Social Security Solvent?
May 15, 2025 -
May 2025 Market Update: Looking for a Winner
May 11, 2025
