Latest Articles

Retirement

• Social Security Fairness Act's New Chapter
• Retirement Traps to Avoid
• Should You Borrow from Your 401(k)?
• Money that Buys Good Health is Never Ill Spent
• 9 Facts About Retirement
• Financial Strategies for Women
• Healthcare Costs in Retirement
• How the SECURE Act 2.0 Changed RMDs

Investment

• Inflation & Your Money
• TIPS for Inflation
• How Stocks Work
• Buying a Home
• The Business Cycle
• Rebalancing Your Portfolio
• Required Reading: The Economic Report of the President

Estate

• A Brief History of Estate Taxes
• Steps to Protecting a Child with Disabilities
• Why Everyone Needs an Estate Strategy
• Will Power
• White Elephant Inheritance
• Choosing a Business Structure
• Put It in a Letter
• What is the Value of Your Business?

Insurance

• Social Media: #NewestBusinessLiabilityRisk
• Term vs. Permanent Life Insurance
• What to Look for in an Extended-Care Policy
• Does Your Credit Score Affect Your Insurance Rates?
• A Look at Whole Life Insurance
• A Home Insurance Claim: To File Or Not To File
• Retiree Health Care Coverage Overseas

Tax

• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• The One Big Beautiful Bill and You
• What’s My 2025 Tax Bracket?
• What Is a 1035 Exchange?
• How to Make the Tax Code Work for You
• You May Need to Make Estimated Tax Payments If…
• How to Appeal Your Property Taxes
• Red Flags for Tax Auditors
• What If You Get Audited?

Money

• Year-End Charitable Gifting and You
• The History of Currency
• Glossary of Scam Terms
• Mortgages in Retirement
• Making Sense of HSAs and FSAs

Lifestyle

• Fixed or Variable Mortgage, Which Should You Pick?
• Mastering Mobile Lingo
• Money Draining Food Myths
• Changing Unhealthy Behaviors
• The Financial Literacy Crisis
• Putting a Price Tag On Your Health
• How Boomers and Millennials Differ
• Do Your Kids Know The Value of a Silver Spoon?
• Data Breach: Your Security To-Do List
• Creative Ways to Motivate Your Employees