The Golden Tax Window: Your Opportunity Between Retirement and Medicare
For public employees who retire before age 65, there's a unique tax planning opportunity
What IRMAA Is and Why Public Retirees Should Care
The Income-Related Monthly Adjustment Amount (IRMAA) is Medicare's way of charging higher-income retirees more
Why the 457(b) Is Your Hidden Gem for Early Retirement
For Texas public employees dreaming of early retirement, the 457(b) plan is often overlooked in favor of
Historic Victory: WEP and GPO Repeal Is Now Law
After decades of advocacy, public employees across America received life-changing news on January 5, 2025
What the Rule of 80 Is and Why It Matters
If you're a Texas public school educator, your retirement benefits are managed by the Teacher Retirement System of
The Social Security Fairness Act of 2025 represents one of the most significant changes to public employee retirement benefits in decades. This legislation
The Public Service Loan Forgiveness (PSLF) program continues to provide valuable debt relief for teachers, public employees, and non-profit workers. However
Public employees, including teachers, state workers, and municipal employees, often have access to multiple retirement savings plans with different features and
The Social Security Fairness Act of 2025 officially repeals the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), two rules that for
Saving money can feel overwhelming when you have multiple financial goals—emergencies, retirement, college, debt payoff, and even travel. Without a clear
If you're expecting a baby or have a child born between 2025 and 2028, you've likely heard about the new Trump Accounts. Under this new program, the government
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
