Less than 1 in 3 people in the U.S. holds a will, and more than half have no legal protections in place whatsoever. While everyone agrees that an estate plan is essential, why have so few actually followed through? It’s probably because they don’t know where to start.
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With the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, the federal government established a new, federally sponsored investment account for children called “Trump Accounts.”
Only about 20% of U.S. workers have access to a pension, and just 7% contribute to an additional retirement plan alongside one. If you’re fortunate enough to have a pension, you have a tremendous opportunity to get ahead of not only your peers, but the workforce as a whole.
Put simply, if you start collecting Social Security before your Full Retirement Age (FRA), your benefits could be significantly reduced or even completely withheld if your income surpasses certain limits.
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Switching jobs can be both exciting and nerve-racking. Along with the obvious stressors of starting somewhere new, there’s the less-obvious question of what this change means for your retirement accounts.
As a self-employed business owner, setting up the right retirement plan for your situation is crucial to lowering your annual tax bill today and securing your financial independence tomorrow.
If you are a worker aged 50 or older, a major rule change taking effect in 2026 could impact your retirement savings strategy. Understanding this upcoming change is crucial for high earners to ensure their financial plans remain on track.
Gold has been one of the best performing assets of 2025, outpacing stalwart indices like the S&P 500 and the Nasdaq by a significant margin. This rally has a lot of people asking, “What’s going on with Gold?”
