On a snowy Sunday morning I had an interesting conversation with my A.I. tool about Retirement Income Planning. My exploration went in a different direction
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Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary
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Join me and our Chief Investment Officer, Lidia Amodei as we discuss market returns for 2025 and updates and outlook for 2026.
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It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn
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Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this
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Alvin Martinez probably thought he was leaving his $3 million dollar 401(k) to his kids, but his 401(k) provider gave the money to his new wife. The kids took
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Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this video.
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Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of
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What happens if you change your mind about when to collect your Social Security benefit? Can you make changes after you start collecting? How long do you have
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The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026
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There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance
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Pre-tax retirement plan contributions will be limited for many workers beginning in January 2026.
New regulations will limit catch-up contributions into pre
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