Newsletters

Lists important IRS cost-of-living adjustments for 2025.

Encourages couples to coordinate retirement planning for unified goals.

Covers advantages of phased retirement for employees and employers.

Examines the possibility of market rotation from growth to value stocks.

Describes the Fed's Beige Book and how it provides concise economic insights.

Explains how tariffs function and their possible economic consequences.

Explains how target-date funds work and key factors investors overlook.

Shows U.S. debt and deficit trends as of 2025.

Encourages planning for financial impact of a cancer diagnosis.

Compares tax treatment of Traditional vs Roth plan contributions.

Discusses prospects of shorter workweeks aided by technology.

Details early-2025 correction caused by trade tensions and slowing growth.

Discusses ETF adoption and advantages over mutual funds.

Outlines how estates handle debts of deceased individuals.

Explains new federal law and DOT rules for air-travel consumer rights.

Shows how qualified longevity annuity contracts create lifetime income.

Explains why tariffs have shaken markets and long-term trends to consider.

Explains expanded uses making 529 plans more flexible.

Shows when coverage may still make sense for retirees.

Encourages older workers to maximize catch-up contributions.

Explains hospital observation status and its billing pitfalls.

Describes convertible bonds and their balance of stability and upside.

Reviews the downgrade from Aaa to Aa1 and possible market effects.

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

Outlines best practices for safe peer-to-peer payment app transactions.

Compares control, maturity, and performance differences between individual bonds and bond funds.

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

Guides readers through estimating a realistic retirement savings target.

Explains special costs and financial implications of condo ownership.

Shows how combining small-, mid- and large-cap funds enhances diversification.

Offers tips to couples with opposite financial styles for finding balance.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

Notes record issuance of municipal bonds and their tax-exempt appeal.

Encourages proactive dialogue to ensure financial well-being of aging parents.

Describes benefits of volunteer travel for personal growth and giving back.

Shows how high-income earners can create tax-free retirement income via workplace plans.

Explains that landlord policies don't cover tenants' personal property.

Explains importance of rare-earth minerals and their role in technology and security.

Suggests considering life insurance for stability during uncertain markets.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

Outlines steps toward handling financial setbacks and emerging stronger.

Explains benefits of employee-stock ownership plans for succession planning.

Provides tips for managing rising food prices through smart shopping.

Analyzes the Fed's trade-offs between employment and inflation concerns.

Describes financial burdens associated with end-of-life care and funerals.

Explores how investment strategy changes once retirement begins.

Reviews annual enrollment dates and options for Medicare participants.

Describes how Roth accounts can generate tax-free retirement income.

Shows how transfer-on-death designations help avoid probate costs.

Explains how future tax rules may impact deductibility of charitable donations.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Considering some important issues now could provide more options in the event of early retirement.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.