Three Changes to Medicare Part D in 2025
As we look ahead to Medicare’s Annual Enrollment Period, some important changes are coming to Part D Prescription Drug Plans. These changes, driven by the Inflation Reduction Act of [...]
Are 529 Plans Worth It?
When saving for your kids’ future college expenses, there’s nothing better than a 529 Plan. These accounts allow you to save and invest while receiving tax-free withdrawals if used to [...]
IRS Announces New Tax Brackets for 2024
Each year, the IRS adjusts the dollar amounts of more than 60 tax provisions, including income tax brackets, the standard deduction, and the long-term capital gains tax brackets. The [...]
What Do You Value Most?
Have you ever made a money decision that wasn’t going to maximize your net worth? I know I have. So, why did we make that decision? Shouldn’t increasing our [...]
I Don’t Have Faith in the Stock Market: Tips to Help You Invest When It Feels Like the World is Ending
Today might be the best time to invest. Why is that so hard to believe? The threat of a recession, two wars in the headlines, rising interest rates, inflation, [...]
Maximizing Returns: Diversify Beyond the Familiar Tools
I believe we live in the golden age of investing. Not only is it easier to invest, but the costs have decreased and strategies that used to be available [...]
How To Invest With Less Risk
Investing in stocks has been rewarding for long-term investors. But that reward comes with risk. If you invest long enough, you are likely to experience a 50% drawdown at [...]
Should I Use My Retirement Fund for a Down Payment?
Buying your first home is a memorable experience. It can be hard, however, for young people to save up for a down payment, especially in today’s market when housing [...]
Don’t Make this Mistake with your Estate Plan!
Estate planning involves preparing for situations that aren’t fun to think about. Combined with legalese that can make the process seem more confusing, no wonder people have a hard [...]
3 Things to do to Prepare for the Medicare Annual Enrollment Period
Every year from October 15th through December 7th, the Annual Enrollment Period for Medicare beneficiaries occurs. During this time, you can make changes to your Medicare Advantage and/or Part [...]