Simple Year-End Tax Moves for 2025: Harvest Losses, Give Smart, and Boost Retirement Savings
Smart, simple 2025 year-end tax tips: harvest losses, give from IRAs, and boost retirement savings. Plan now, breathe easier later.
Smart, simple 2025 year-end tax tips: harvest losses, give from IRAs, and boost retirement savings. Plan now, breathe easier later.
The new Enhanced Senior Deduction could mean thousands in tax savings for retirees. Learn how it works, what it means for Social Security and IRA withdrawals, and how to use it for smarter retirement planning.
In this Wealth Wednesday episode, we explore the biggest financial pressures facing Generation X. From catching up on retirement savings to managing college costs and caring for aging parents, they offer practical steps Gen Xers can take to regain control and plan for a more secure future.
Think playing it safe in retirement is always the right move? Think again. We’re busting five common retirement myths that might sound smart—but could leave you with big regrets. Don’t miss these tips for a happier retirement.
Are you nearing retirement age or helping a loved one plan for their future? This blog post walks you through the key ages that affect retirement planning, like when you can make catch-up contributions, access your money without penalties, start Medicare, and maximize your Social Security benefits. We’ll keep it simple, clear, and encouraging.
Worried about retiring in today’s crazy market? You’re not alone. Discover how simple planning strategies—like using a cash buffer, smart income timing, and working with a trusted advisor—can help you retire with peace of mind, even when markets are wild.
Are you waiting for the “perfect time” to retire? You might be waiting too long. In this warm and insightful article, we explore why retiring sooner can lead to a healthier, more fulfilling life. Learn about the importance of healthy life expectancy, the three phases of retirement, and how to navigate your finances—even during uncertain markets. If you’ve been dreaming about retirement, this read could help you take the next step with confidence.
Learn how to pay for health care in retirement—before and after age 65. This guide explains ACA marketplace options, COBRA, private insurance, Medicare, and smart strategies like HSA savings and tax planning to help you save money and retire with confidence.
Social Security is a lifeline for millions of Americans, providing essential support during retirement. But with concerns about the system running out of money, it’s natural to wonder how these changes will affect you, whether you're nearing retirement or just starting to think about it. The future of Social Security is often discussed in the media, but how does it really impact your financial plans?