After decades of disciplined saving, sacrificing, and planning, retirement is finally within reach. But for many people, that finish line comes with an unexpected feeling: anxiety. The paycheck stops. The accumulation phase ends. The nest...
Editor’s Note: This article was originally written shortly after the One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025. It has been updated as of July 2026 to reflect the official IRS...
Meet Emily, a self-employed 38-year-old cybersecurity consultant who just landed a string of high-profile contracts. Her income has skyrocketed to $450,000 a year, a far cry from her days as a mid-level IT analyst. She’s...
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?