The Social Security Fairness Act, signed into law on January 5, 2025, repeals the Windfall Elimination Provision (WEP) and the...
retirement
Managing taxes is a critical part of financial planning, especially for those preparing for retirement. Hosts Joe Anderson CFP and...
When it comes to retirement planning, many believe that a $1 million nest egg is the golden ticket to a...
Navigating Medicare coverage involves more than just selecting a plan—it’s also essential to ensure your healthcare providers accept Medicare. Understanding...
The last five years before retirement are a pivotal time for both financial and emotional preparation. These final years offer...
Retiring early is a dream for many, but achieving it requires more than wishful thinking. Early retirement demands careful planning,...
A recession can shake up your financial stability, but with the right strategies in place, you can not only weather...
As you approach retirement, one of the biggest questions is how to maximize your wealth while ensuring a secure financial...
As retirement approaches, tax planning becomes essential, especially when dealing with Required Minimum Distributions (RMDs) from pretax retirement accounts. If...
Retirement planning can be overwhelming, filled with questions and uncertainties. However, knowledge is power. Recently, a financial television show tackled...
Retirement is a significant life transition that offers freedom and new opportunities, but many retirees look back with a few...
Retirement planning can seem daunting, but understanding key formulas and strategies can make the process smoother and more effective. Financial...
Retirement planning is about much more than just accumulating enough money to stop working. To secure a comfortable retirement, it’s...
Retirement is not just about enjoying your hard-earned savings—it’s also a prime opportunity to implement smart tax strategies that can...
Retirement planning is one of the most critical financial goals in anyone’s life, and the earlier you start, the more...