Oct 22, 2026
Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. [Distributions from Section 457(b) plans are generally not subject to an early distribution...
Sep 10, 2026
For investors seeking a disciplined approach to building wealth and mitigating market volatility, dollar-cost averaging offers a proven method. In this blog post, we’ll explore how this investment technique works and why it’s a valuable tool in your...
Jun 9, 2026
Investing doesn’t have to be all numbers and spreadsheets—it can be fun, too! Sometimes, a clever quote or a bit of humor can offer fresh perspectives on the ups and downs of the financial world. Here are some quotes about investing that blend wisdom with wit...
Jan 26, 2026
If you’re a business owner, high earner, or partner in a professional firm looking to significantly boost your retirement savings (and lower your taxable income) a cash balance plan might be worth exploring. These plans offer contribution limits far beyond what...
Jan 12, 2026
2025 was anything but predictable. Against a backdrop of persistent inflation, sweeping trade tariffs, a protracted government shutdown, and global conflict, many expected the economy to falter. Instead, markets rallied. Consumer spending remained resilient,...
Nov 26, 2025
As market volatility continues to grab headlines, many investors – especially those nearing retirement – are asking how to protect their portfolios without exiting the market altogether. The good news? There are ways to play defense without giving up the...