Your 60s are a crucial financial crossroads. Whether you're still working full-time, transitioning into retirement, or fully embracing the freedom of your golden years, this is a time to be strategic ...

Using the 4% rule on $800,000 produces roughly $32,000 annually before taxes. The average Social Security benefit in 2025 is $1,900 monthly or $22,800 annually. A dividend-focused portfolio allocation ...

The One Big Beautiful Bill Act passed in July 2025, made some long-awaited permanent changes to the tax code. But as we approach the end of the year, our focus must shift to the new, temporary ...

The likelihood of another Federal Reserve rate cut, the third such this year, is growing again. Following an uptick in the unemployment rate in a report released last week, the chances of a rate cut ...

As the year winds down, it’s the perfect time to make some smart moves before the calendar flips to 2026. Think of it as a financial tune-up that could help with saving money and setting you up for ...

The Social Security Administration now projects insolvency for its OASI Trust Fund by late 2032, after spending has accelerated under the One, Big Beautiful Bill Act. That means something will have to ...

Implementing disciplined practices, such as selecting optimal tax structures, reserving funds for quarterly tax payments, and addressing international income requirements, can help minimize tax ...