Social Security and the Big Beautiful Bill: What Retirees Need to Know
The recently passed “Big Beautiful Bill” promises big changes for Social Security, including a new tax deduction that could exempt 88% of retirees from federal taxes on benefits. But what does that really mean for your retirement strategy? Let’s break it down.
When to Name a Trust as an IRA Beneficiary (And When Not To)
Naming the right beneficiary on your IRA is more than just a formality—it can significantly impact your legacy. In some cases, a trust might make sense, but it’s not always the best choice. Here’s what you need to know.
Is Your Money in the Right Place? Understanding the Color of Money Risk Analysis
Do you know if your money is safe, risky or somewhere in between? Discover what your personal Color of Money says about your financial future and how to align your portfolio with your goals.
Annuities: What You Need to Know
Exploring How They Work and Whether They Fit Into Your Retirement Plan
What to Do If You’re Laid Off Right Before Retirement
Being laid off is never easy — but it hits differently when you’re within arm’s reach of retirement.