2026’s New Roth 401(k) Catch-Up Contribution Rule

If you’re 50+ and want to make catch-up contributions to your employer-sponsored retirement plan, this article includes details on a SECURE 2.0 Act change that may affect how those contributions are made beginning in 2026.   Starting January 1, 2026,...

Year-End Financial Checklist

10 Time-Sensitive Steps to Review Before January 1   Before the year ends, it’s worth taking a moment to make sure your finances are in good shape. From taxes and retirement contributions to charitable giving and insurance, a few thoughtful steps now can make a...

Overlooked Retirement Expenses (And How to Plan for Them)

How much will a comfortable retirement cost you?   You may already have a number in mind, but the reality is often higher than expected. The good news: with thoughtful planning, you can prepare for the expenses that tend to catch retirees off guard. Here are a...