Blogs by John

On April 2, 2025, the U.S. entered a new era of trade policy with the announcement of sweeping tariffs by President Trump. Nicknamed “Libera

One of the biggest questions facing future retirees is: When should I claim Social Security? While 62 seems appealing, especially with the a

Let’s be honest—dealing with an old 401(k), 403(b), or 457 from a previous job is one of those financial tasks that’s easy to put off. It’s

Planning for retirement is exciting, but it also comes with big decisions—one of the biggest being when to claim Social Security. Should you

Tax season is here, and with it comes a flood of misinformation that could be costing you money. Many people believe tax myths that lead to

Life insurance is often thought of as just a safety net for your loved ones, but what if it could also help you build wealth? Indexed Univer

Explore how annuities provide guaranteed income, tax benefits, and peace of mind for a secure and stable retirement.

When most people think about retirement, they focus on building a nest egg for travel, hobbies, and family time.

We all understand the importance of an annual health checkup. We visit the doctor to ensure everything is running smoothly, identify any pot

Retirement planning just got a big boost! If you're between ages 60 and 63, a new 401(k) Super Catch-Up contribution option rolling out in 2

Retirement planning can often feel overwhelming, with many decisions to make and potential pitfalls to avoid. Whether you’re just starting t

Retirement planning isn’t just about saving—it’s about strategy, timing, and understanding the financial tools available to secure the futur

With the 2024 election cycle in full swing, many retirees and future retirees are wondering how Trump’s proposed policies could impact Socia

The Social Security Fairness Act has sparked significant conversations across the nation, especially among public servants like teachers, fi

Health Savings Accounts (HSAs) are gaining traction as one of the most powerful tools for financial planning, offering unparalleled tax bene

Have you ever envisioned yourself, decades from now, reflecting on your life from a cozy porch? It’s a poignant thought that brings into foc

When you reach age 73, Required Minimum Distributions (RMDs) from your retirement accounts—like IRAs and 401(k)s—come into play. While some

As 2025 approaches, significant changes to 401(k) plans are on the horizon, thanks to updates from the SECURE 2.0 Act. These changes can hav

Marriage and divorce are two of life’s biggest decisions, each carrying significant emotional and financial implications. While love and par

Sequence of returns risk refers to the order in which your investment gains and losses occur. While the average return over time might seem