Financial Planning
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
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
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 [...]
Read more 3 Economic Benefits of Hiring a Spouse
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
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, [...]
Read more Is Social Security Solvent?
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 [...]
Read more How to Access Your IRA Without Penalty Before Age 59 ½
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
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 [...]
Read more 2024 Year-End Review: The Path is Always Foggy
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 [...]
Read more Homeowners: $4k In Annual Savings on Rate Drop
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, [...]
Read more Consumer Confidence Falls Most In Three Years On Labor Views
Recent posts
-
-
The New Trump Accounts Explained
June 18, 2026 -
-
-
April 2026 Market Update: A Mirror Image
April 24, 2026 -
How Wars Shake the Stock Market
April 15, 2026
