It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create meaningful planning advantages heading into 2026 and beyond.
Read More
Saving for retirement is only half the battle, but the real challenge is turning those savings into income you can actually spend.
Read More
Retirees have leveraged the traditional IRA for decades to invest and save, but is it still the best tool for today’s retirement landscape?
Read More
The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement.
Read More
Taxes are very likely to increase in the future and failing to plan accordingly may have painful financial consequences. That said, not everybody should alter their plans, but some should. Like most financial matters, this is a very nuanced subject. There are very few absolutes or hard-and-fast rules here. Listen to today’s show to find out if you should make some changes in your plan to take advantage of likely higher taxes in the future.
Read More
