The way to plan for retirement in 2025 just got a little more complicated thanks to the SECURE 2.0 Act. Whether you’re still working and/or are in your golden years, this law could be a monetary ...

Retirement planning is like a house: You have to have the foundation and the tools to build something durable and strong. For a lot of people, a 401(k) is one of those instruments. With new ...

Last week we looked at some of the problems associated with traditional “safe” investment strategies and high inflation rates. The alternative isn’t abandoning safety for stock market risk — it’s ...

“It’s not a penalty — it’s a surprise tax hike disguised as a Medicare premium.” That’s how I describe one of the sneakiest traps in retirement: the Income-Related Monthly Adjustment Amount, better ...

It started quietly in one corner of the country. In 2022, Washington State rolled out the first program of its kind — a mandatory long-term care insurance tax on workers' paychecks. The goal? Help ...