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
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
