The Most Common Social Security Mistakes and How to Avoid Them. Are you at risk of losing over $182,000 in lifetime benefits? This guide breaks down the four biggest traps, from claiming early to the confusing earnings test, so you can maximize your retirement income. Deciding when and how to claim Social Security is…
Want to Maximize Your Retirement Savings in 2025? This guide provides a clear, step-by-step priority list for your investments and explains the powerful Backdoor Roth IRA strategy for high earners. Stop guessing and start building wealth effectively! Feeling a bit overwhelmed by all the different retirement accounts? 401(k), IRA, Roth, HSA… it’s a lot…
Must High-Earners Make Roth Catch-Up Contributions? A key change from the SECURE 2.0 Act is coming. If you earn over $145,000, find out how your retirement catch-up contributions will be affected and what you need to do to prepare. Are you diligently saving for retirement and looking forward to making those extra “catch-up” contributions…
Annuity vs. Life Insurance: Which is the right financial tool for you? This guide breaks down these complex products into simple, understandable terms, helping you choose the best path for protecting your family and securing your retirement. Have you ever felt like you’re trying to solve a puzzle with half the pieces missing when…
