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Tax Updates for 2026: Key Things to Know This Year
Thanks to the permanent changes made by the "One Big Beautiful Bill Act" (OBBBA) and the annual inflation adjustments from the IRS, the 2026 tax year brings some changes you might want to make note of. Getting a handle on these updates can help you plan out your financial moves throughout this year, so let’s take a look at some [...]
Financial Aid Awareness Month – How to Make the Most of Financial Aid
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form of grants, scholarships, or loans, is vital in helping many students afford the rising costs of education. […]
A Brief History of the Social Security COLA
Although to some of us it may seem as if Social Security has always been around, that isn’t the case. The Social Security Act was signed into law by President Franklin D. Roosevelt on August 14, 1935. Its aim was to address the economic hardships of the Great Depression and provide an income source, specifically for the elderly. But automatic [...]
How to Build a Meaningful Retirement Life Without a Work Schedule
One of the most underestimated challenges of retirement is not financial but personal. After decades of structured workdays, many retirees find themselves asking, “What now?” While the initial freedom can feel liberating, the absence of a daily routine can quickly lead to boredom, lack of purpose, or even depression and heart disease![1] Creating a meaningful daily life in retirement may [...]
5 Pillars of a Well-Constructed Retirement Plan
A well-planned retirement is not a single event, but a comprehensive strategy built on several interconnected pillars. As we look ahead for 2026 and the years to follow, it's more important than ever to ensure your plan is built for stability and flexibility. Beyond simply saving money, a truly successful retirement blueprint addresses five critical elements that work together to [...]
5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Annual limits and other financial standards refresh at the end of the year as well, so [...]
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve believed any of these ideas, it may be time to bring in a financial professional who can [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance from a loved one who is no longer with us. But what do we do with it? Receiving an inheritance can [...]
