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The SECURE 2.0 Act introduces a number of changes to the retirement planning landscape that may impact your savings strategy. Read about these changes and what they mean to you here.

Life insurance is a vital tool for protecting your loved ones financially in the event of your passing. Understanding the basics—such as the different types of policies and how they work—can help you choose the right coverage to ensure your family is taken care of when it matters most.

If you’re looking to turn your home equity into cash, you may want to consider a HELOC or home equity loan, particularly while rates are still high. By examining key factors like interest rates and repayment flexibility, you can make an informed decision that aligns with your financial goals and needs. Learn more here.

If you’re holding a significant amount of cash in a standard checking account, you’re likely leaving money on the table. Learn about some of the different ways you can take advantage of elevated interest rates to make your cash work harder for you.

Tax deductions can meaningfully impact your bottom line as a small business owner, and there are deductions you may be overlooking, such as home office expenses and vehicle costs. Here’s some practical advice on documenting these claims for maximum savings at tax time.

Estate planning allows you to prescribe how your assets are distributed while providing peace of mind for you and your family. This guide covers the basics, including wills, trusts, and key documents to help you protect your loved ones and manage your legacy effectively.

Required minimum distributions (RMDs) can create financial challenges, especially when you don’t need the funds. Brush up on how RMDs work and explore strategies for managing them effectively so that you can maintain your financial goals in retirement without unnecessary tax burdens.

Navigating capital gains taxes is a key consideration for retirees, as it directly affects how long your nest egg will last. This helpful guide breaks down the types of capital gains and provides strategies for managing your tax liability as you transition into retirement.

Medicare can be complicated, particularly if you’re a first-time enrollee or someone looking to update their plan after a long period. This guide walks you through the different parts of Medicare so you can better navigate the enrollment process and understand the benefits you’re entitled to.

There are some important tax law changes coming in 2025 that will impact inherited IRAs, including how Required Minimum Distributions (RMDs) work. Whether you’re considering leaving your IRA to an heir or anticipate inheriting one, here’s what you should know.