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Did Your Kid Earn a Paycheck This Year? This Could Be the Most Valuable Holiday Gift You Give Teens with low earnings can make Roth IRA contributions taxed 0% up front that then grow tax-free, giving early savings a long-term boost. Because anyone can fund a child’s Roth IRA, parents or relatives can give a holiday gift of boosting contributions up to the 2025 limit.

Choosing when to retire is never just a financial decision and may not even be the most important one for you. Working from a well thought-out plan just makes sense!

Why Retiring Early Could Be the Best (or Worst) Financial Move You Make Early retirement comes with tradeoffs, but careful planning and the right financial strategy can create a secure, fulfilling future.

Catch Up on New 401(k) Rules The IRS has provided clarity on when and how new 401(k) plan rules will be implemented. Read on to see if you will face changes and how to navigate them.

How Private Equity and Crypto Could Reshape 401(k)s President Donald Trump’s Aug. 7 executive order aimed at making it easier to include alternative assets such as private equity and cryptocurrency in 401(k) retirement plans has the potential to give savers access to bigger investment returns, but it also introduces more risk. Here's how that could...

Understanding how tax law changes affect your personal situation can lead to new opportunities to increase your after-tax income!

Tax and Spending Bill Signed into Law President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025.

There is no "one size fits all" when it comes to deciding when to start taking SS retirement benefits.... just one more reason why seeking professional advice can prove valuable!

Should You Start Taking Social Security as Early as You Can? You would be better off claiming early If you die young, but if you don't, starting too early can lock you into reduced payments for decades. So, what’s the right move?

Does the Trade Truce Between the US and China Change the Fed's Strategy? The U.S. trade deal with China has eased the fears of a recession, but remaining tariffs could still threaten the Federal Reserve's dual mandate of keeping inflation low and employment high.

Identifying the type of risks at hand (and learning to avoid the bad ones) makes all the difference in long-term success!

How To Make Better Bets In An Uncertain World Leaders don’t just make decisions—they place well-educated wagers. Top leaders reduce risk and boost agility by identifying uncertainty types and placing smarter, smaller strategic bets.

Navigating Market Volatility Amid Tariff Uncertainty How tariffs drive market volatility, history perspective of tariffs, and fundamentals.

This can be a great idea for working grandchildren as well!

The Potential Benefits of Roth IRAs for Kids Kids can get a head start on building wealth with a Roth IRA

Don't Spend That $5,000 DOGE Check You've Heard About Just Yet Economists and other experts identified several major obstacles to checks going out, starting with whether DOGE will actually be allowed to implement cuts to federal spending.

This article is a good reminder that realistic expectations make ambitious goals achievable, whereas impractical thinking often leads to great disappointment.

Gen-Z’s Benchmark For Financial Success Is A $600K Salary—Why The Disconnect? Gen-Z sees $600K as the ideal salary for success, but is it realistic? Explore the gap between Gen-Z’s financial expectations and today’s economic realities.