catch-up contributions

2026 Financial Rule Changes You Can’t Ignore

January 15, 2026 ListenToScott Comments Off

What’s new in 2026 for retirees and pre-retirees? Retirement rules are changing, and your future could look different in 2026. Tune in to discover what’s new and how the latest shifts might impact your financial strategy.

Key Ages To Remember for Retirement Planning

November 21, 2024 ListenToScott Comments Off

Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning.