Thanks to the SECURE 2.0 Act, the rules are evolving in two big waves — first in 2025, and then again in 2026. The 2025 changes bring a new opportunity for certain savers, while the 2026 changes will reshape how many higher-income workers contribute. Let’s break it down.

Part 2 of How to Teach Your Kids About Money - So your child has now earned some money… now what? For my own children, I like to keep things simple. Here's what we do...

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at the best way to handle your windfall.

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi