On November 8th, 2024, Medicare announced that in 2025, Medicare Part B will cost $185 per month per person—an increase... more

In this episode, we’re diving into the often-overlooked tax benefits of 529 plans. Most people know that 529 plans can... more

The S&P 500 is having another stellar year, yet small-cap stocks—representing the smallest publicly traded companies in the United States—haven't... more

The 2024 election is just days away, and soon you'll have your final chance to cast your vote. With so... more

In some states, probate is avoidable. However, in many states, you can avoid having your estate go through the probate process. I... more

Protecting your finances from hackers is more critical than ever. Cybercriminals are getting more sophisticated, accessing sensitive information like social... more

Age 59 ½ is the magic age at which you can start taking distributions from retirement accounts without a penalty.... more

It can be overwhelming to think about what you can do to minimize your tax burden. That’s why, in last... more

Tax planning—and anything related to taxes, in general—isn’t most people’s favorite topic. But because we’re getting toward the end of... more

You’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as... more