If you've been a diligent saver, you might find yourself approaching retirement with two of the most powerful tax-advantaged accounts available: a Roth IRA and
Big news out of Washington: On July 4, 2025, the President signed the One Big Beautiful Bill Act into law—bringing sweeping changes to the tax code. Whether you
Big news out of Washington: The One Big Beautiful Bill Act—yes, that’s the official name—has officially been signed into law on July 4. It’s a sweeping tax and
For many public employees, saving for retirement comes with unique challenges and opportunities. While pensions and 403(b) or 457 plans provide solid retirement
Many people want to support causes they care about, especially during retirement or after a strong year in the stock market. But did you know there’s a way to
If taxes stress you out or you feel like you’re leaving money on the table every year, you’re not alone. In my new book, Smart Tax Moves, I break down the U.S
When and how to claim Social Security is one of the biggest decisions you’ll make in retirement—especially if you’re married. Claiming too early or without a
If you’ve ever sold an investment for a gain and had to pay taxes, you know how frustrating that can be. But what if there were a way to use losing investments
When we talk about retirement planning, most advice is geared toward couples. But if you’re single—whether by choice, divorce, or widowhood—your retirement plan
One of the smartest moves you can make before turning 73 is something called a Roth IRA conversion. It sounds complicated, but it’s actually a straightforward
If you’re a public employee approaching retirement, you’ve probably heard a lot about Medicare. But how does it work if you already have retiree health coverage
Becoming an empty nester is a big life change. After years of focusing on raising children, your house—and your finances—suddenly feel different. While this can
