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The proposed 2025 Senate tax legislation introduces some of the most sweeping changes to tax policy since 2017—bringing fresh opportunities, potential pitfalls, and new strategies for preserving and growing wealth.

The recently released 2025 Social Security and Medicare Trustees Report offers a fresh look at the financial outlook of two of America’s...

Introduction Retirement brings a welcome shift—from saving diligently to drawing down your nest egg. But it also introduces a new risk...

In a major victory for retirees across the country, the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have...

When it comes to building a sustainable income plan in retirement, managing risk and access to funds becomes just as important as...

For many small business owners, retirement planning tends to focus on their own future—but what about creating retirement opportunities...

Choosing a financial advisor is a meaningful step toward building a confident and intentional financial future. Whether you're preparing...

Taxes are a certainty—but surprise tax bills or unexpected refunds don’t have to be. One of the simplest ways to take control of your annual tax outcome is by understanding and adjusting your IRS Form W-4. Whether you’re starting a new job, going through a major life change, or just want more control over your paycheck and tax liability, your W-4 is the tool to make it happen. What Is Form W-4? Form W-4, officially known as the  Employee's Withholding Certificate , is a form

When building a long-term retirement plan, Roth IRAs are often part of the conversation due to their tax-free growth and tax-free...

Financial planning is not a one-time event—it’s an ongoing process that requires regular attention. Life circumstances, market...