Skip to content

Retirement

HR 82 Bill Passed: With WEP & GPO Abolished, How Could Higher Social Security Benefits for Government Retirees Impact Your Own Benefits?

With President Biden having abolished the WEP and GPO via the Social Security Fairness Act, some government retirees will soon receive higher Social Security benefits. What does this mean for the Social Security Administration’s trust funds, your own benefit, and those in the public sector who were affected by the WEP and GPO?
Read More

Let’s Do the Numbers: The 2024 Financial Planning Updates You Need

New year, new numbers! From contribution limit changes to tax law updates and more, get ready for 2024 with the know-how you need to make the most of your financial plan.
Read More

Voluntary After-Tax Contributions: What They Are and How You Can Take Advantage

Discover the potential of voluntary after-tax contributions. Learn how this often underutilized financial strategy can significantly enhance your retirement planning. Understand eligibility, contribution limits, and the powerful "Mega Backdoor Roth" conversion technique.
Read More
Retirees ice skating

3 Top Tips for 2023 Retirees

Retired now or going work-free in 2023? If you're retiring the right way, you don't want to miss these three top tips for retirees! From getting your budget in check to going for your goals and passing it on, get ready to make the most of doing things other than work!
Read More
Your 2023 Contribution Limits

Your 2023 Contribution Limits

Get ready for new contribution limits in the New Year! 2023 is bringing with it increased maximums in your 401(k), IRA, HSA, and more. Check out the changes and a per-pay-period breakdown for taking it to the limit if you plan to reach the max.
Read More
Roth Conversion: 3 Steps

Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
Read More
New Year, New Tax-Advantaged Savings Limits

New Year, New Tax-Advantaged Savings Limits

How much can you contribute to your 401(k) or similar plan this year? What about your IRA or HSA? And how much should you contribute per pay period to reach the maximum on amounts you defer from your paychecks? Check out the new-for-2022 limits!
Read More
Golden

The ‘Golden’ Key to Financial Independence

What's the "golden" key to financial independence? What "future you" will do, of course! Complete with references to TV show The Golden Girls, learn how to envision and plan for FI — then let you do you!
Read More
Backdoor Roth

Your Ultimate Guide to the ‘Backdoor’ Roth — and How To Contribute to Yours

What's a "backdoor" Roth? And what about a mega-backdoor Roth or sidedoor Roth? The answers — and the steps you can take to contribute. Plus, check out the "Term Time" section where we break down the finance industry jargon so you can contribute with confidence.
Read More
×

Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.