Analyzing the Individual Tax Provisions of the House Republicans’ 2025 Proposed Tax Bill
A new GOP tax proposal could bring changes to how you are taxed—offering potential savings, but also new planning challenges.
A Good Time for the Sleeping Point Story
What if you could take action before the next market downturn hits—while your mind is clear and your emotions are calm?
You Can’t Put a Price on Mental Freedom
Do your investments come with a mental burden?
These Are All the Ways I Feel Poorer Than I Am
Have you ever considered what it truly means to be wealthy, beyond the size of your accounts?
Scar Tissue
We all have scars—some are visible, others are not.
The Downside of Delayed Gratification
We’ve all done it—held onto a bottle of wine for a “special” night that never comes, saved the good towels for guests, or skipped a massage because we were too stressed to enjoy it.
Using Subtrusts to Allow Stretch IRA Treatment for Trusts with Multiple Beneficiaries
When it comes to leaving a lasting legacy, the details matter—especially if you’re using a trust to pass on your savings.
This Is the Most Fun Way to Make Your Life Awesome
What if “carpe diem” isn’t about skydiving or buying a sports car—but simply about choosing joy, presence, and purpose more often than you do?
The ‘Rule of Four Futures’ in Retirement
Retirement isn’t a finish line—it’s a winding journey with twists and turns, joys and jolts.
'What I Learned About Survivor Benefits After My Husband Died'
This heartfelt story isn't just about one widow’s journey; it’s a wake-up call to plan before loss.
The Analog Life: 50 Ways to Unplug and Feel Human Again
For retirees and those approaching retirement, this message is especially timely: you’ve earned the right to slow down and reconnect with life’s simple joys.
Go for the Gold?
Gold holds a certain mystique for many, and recently, that allure has resurfaced.