Latest Articles

Retirement

• New Retirement Contribution Limits for 2026
• Starting a Roth IRA for a Teen
• Important Birthdays Over 50
• Catch-Up Contributions
• Traditional vs. Roth IRA
• Is a SEP-IRA Right for Your Business?
• Tax Efficiency in Retirement
• What Is a Roth 401(k)?
• Can I Create a Roth if I’m Over the Income Limit?
• Social Security: Five Facts You Need to Know

Estate

• Estate Management Checklist
• A Brief History of Estate Taxes
• Steps to Protecting a Child with Disabilities
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• A Living Trust Primer
• Why Everyone Needs an Estate Strategy
• Will Power
• White Elephant Inheritance
• Choosing a Business Structure
• Put It in a Letter

Investment

• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses
• Inflation & Your Money
• TIPS for Inflation
• How Stocks Work
• Mutual Funds vs. ETFs
• A Decision Not Made Is Still a Decision
• Your Shifting Risk Tolerance
• Buying a Home
• The Business Cycle

Insurance

• The A, B, C, & D of Medicare
• Medicare Advantage 101
• Silver Sneakers 101
• Social Media: #NewestBusinessLiabilityRisk
• How Insurance Deductibles Work
• Insurance Needs Assessment: Married With Children
• Understanding Homeowners Insurance
• Term vs. Permanent Life Insurance
• What to Look for in an Extended-Care Policy
• Does Your Credit Score Affect Your Insurance Rates?

Tax

• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• What's My 2026 Tax Bracket?
• Tax & Estate Strategies for Married LGBTQ+ Couples
• Filing Final Tax Returns for the Deceased
• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• What Is a 1035 Exchange?

Money

• Personal Finance Calendar
• What If Your Kids Decide Against College?
• The Big Pause
• What Will You Do With Your Bonus or Windfall?
• Year-End Charitable Gifting and You
• The History of Currency
• What Can You Buy With 529 Distributions?
• Exploring the Federal Student Grant Program
• The Average American Budget
• Budgeting After a Divorce

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