The Latest From Our Blog

This blog will include tips and information about retirement planning for freelancers, including the different plan options and some tips to help freelancers save for retirement.

The 4 percent rule is a popular retirement strategy but it may not be a suitable solution for everyone. Three very important caveats you need to be aware of before adopting the rule.

As another year comes to a close, it’s time to look back on your 2023 financial journey. Did you achieve the goals you set out to accomplish at the beginning of the year? Did you experience unexpected financial challenges? Were there areas where you excelled and others where you fell short?

Every year, retirees flock to warmer or colder climates as they seek balmy weather and seasonal entertainment. There's even a colorful name for these intrepid travelers: snowbirds.

Whether your clients are new to equity compensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.

For some, diligent saving and wise investments may provide the financial security to retire early. A significant reason for people to opt for early retirement is that they experience health-related issues. Let’s examine why many Americans retire earlier than planned and explain some of the benefits (and considerations) of retiring early.

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that no one talks about.

HSAs offer you three potential opportunities for tax savings. Your account contributions are tax free (that is, tax deductible), the earnings in your account grow tax free, and you can withdraw funds from your HSA, tax free, so long as they are used to pay for qualified health care expenses, such as deductibles, co-payments, and hospitalization costs. (HSA funds may not be used to pay health insurance premiums.)

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

This blog will explain some of the advantages of doing your taxes two years at a time.

If your clients want to escape the harsh winter weather, show them how with this article.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

January is Financial Wellness Month, a time to check-in with your financial strategy.

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.

The IRS has released record high contribution increase for 2023. This article details the changes.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.

One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.