Spousal IRAs: Retirement Savings Rules
Spousal IRAs Explained: Retirement Savings Rules for 2026 Not all married couples earn dual incomes. During the course of a marriage, one spouse may leave the workforce to care for […]
Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving
Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving Gigi G. LeKites, CFP®, CRPC® Qualified Charitable Distributions (QCDs) can be a great way to support the causes you care […]
Are You Ready for the New Roth Catch-Up Contribution Rules?
Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get older. But the Setting Every Community Up for Retirement Enhancement […]
FAFSA 2026-2027 Update: What Students and Families Need to Know
The Free Application for Federal Student Aid (FAFSA) form for the 2026-2027 school year is now available. The FAFSA was significantly enhanced under the Consolidated Appropriations Act (CAA) of 2020. […]
2025 Year-End Planning & Tax Update Webinar Recording
2025 Year-End Update Webinar Recording Ready to make confident, year‑end tax decisions? Our on‑demand webinar explains what the newly enacted tax changes mean for individuals and businesses, highlights strategies to […]
November Ekes Out a Gain
While the tech-heavy Nasdaq Composite slipped last month, both the Dow Jones Industrial Average and the S&P 500 shook off a modest mid-month decline to notch their seventh consecutive monthly […]
Phantom Income Tax Implications
Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a mistake, but it’s not. This is the result of phantom […]
Medicare Made Simple: 10 Key Questions Answered
Medicare is a federal program that provides health insurance to Americans 65 and older, as well as to certain younger individuals with disabilities. However, the rules for signing up can […]
Your Financial Snapshot: Why a Personal Financial Inventory Matters
Thinking about the future of your finances may not be an appealing use of your time. But chances are it won’t take long to update your personal financial inventory and […]
Your 401(k) Is Maxed Out: Now What?
A 401(k) plan is an attractive employee benefit, allowing you to set aside substantial savings for retirement on a tax-deferred basis. And if your employer offers matching contributions, the benefits […]