July 2025

There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for them. Let’s examine each one. The Growth and Accumulation Stage This stage begins as soon as you join the workforce, typically in your 20s. Ideally, that’s when you should begin investing a

There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for them. Let’s examine each one. The Growth and Accumulation Stage This stage begins as soon as you join the workforce, typically in your 20s. Ideally, that’s when you should begin investing a

When Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, headlines popped up everywhere suggesting it would eliminate taxes on Social Security benefits. But is that really the case? Let’s break down what this bill actually does and doesn’t do, so you can understand how it might affect your retirement journey.

When Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, headlines popped up everywhere suggesting it would eliminate taxes on Social Security benefits. But is that really the case? Let’s break down what this bill actually does and doesn’t do, so you can understand how it might affect your retirement journey.

Your financial retirement plan may work great if everything goes accordingly. But, if there’s one great certainty about life, it’s that nothing is certain. Stuff happens—stuff we didn’t expect or prepare for. That’s why resilience is so important. Simply put, resilience is the ability to recover from adversity. It’s important in every aspect of life,