Resources
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Latest News and Articles
- November 5, 2025
The IRS has released the annual inflation adjustments to several provisions of the tax code, which taxpayers will use when filing their 2026 federal income tax returns in 2027. Income Tax Rates The income ranges that apply to the seven federal income tax rates in 2026 are as follows: 37%…
- November 4, 2025
One of the primary objectives of financial planning is to ensure that individuals have more than ample spendable cash flow during their retirement years. Navigating the careful balance between spending too much and possibly running out of funds or spending too little and missing out on all the potential joys…
- October 27, 2025
Selling a company that you put your heart and soul into building can provide significant rewards, including financial security for the remainder of your lifetime and potentially your heirs. Nevertheless, achieving that aim and reaping the full potential of the proceeds from a business sale requires careful reviews of where…
- October 20, 2025
A Roth IRA is a unique retirement savings vehicle that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement enables individuals to make annual contributions of up to $7,000 in 2025, or $8,000 for savers…
- October 17, 2025
The IRS recently issued final regulations that require retirement plan sponsors to begin designating employees’ catch-up contributions to 401(k) and 403(b) plans as after-tax Roth contributions, beginning on Jan. 1, 2026. The change, introduced by the SECURE Act 2.0, applies to plan participants aged 50 and older whose prior year…
Relatable Finance Podcast
“Relatable Finance” brings clarity to investing, wealth planning, and today’s financial trends—breaking it all down for Gen Z, Millennials, and anyone ready to take charge of their financial future. Each episode delivers actionable insights, real talk, and timely tips in a way that’s easy to understand and immediately useful.
Perfect for those building their wealth journey, this podcast keeps it smart, relevant, and always practical.