Wondering whether to close out your home loan ahead of schedule? We’ll look at the benefits of doing this—and when it might be better to invest in bonds instead.
Wondering whether to make changes to your Medicare coverage? Here’s what to consider as we head into open enrollment (October 15 to December 7).
The Inflation Reduction Act extends premium tax credits through 2025—and expands who’s eligible.
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
Series I savings bonds combine relatively high returns with minimal risks—as long as inflation remains elevated.
With the top marginal tax rate now at 37%—and the Medicare surtax on investment income adding another 3.8%—tax efficiency is more important than ever.
Opportunistic tax planning can help extend the life of your retirement savings. Here’s how.
Here, we offer further strategies for heirs of retirement accounts to maximize the after-tax value of their funds.
This strategy of diversifying bonds can help smooth out the ups and downs of the market.
When the market is in decline, we take these proactive steps with our clients.
Less restrictive than budgeting, spending plans are a proactive and flexible way to anticipate cash needs in retirement.
Learn how a combination of outside income, investments, and retirement accounts can help cover regular expenses.
Here, we break down the IRS pro-rata rule—a calculation that helps distinguish pre-tax and after-tax funds.
Withdrawing money early from a retirement account is meant to be a last resort—and can come with consequences. Make sure you know these penalties and exemptions first.
Follow these strategies to design a distribution plan with tax efficiency in mind.
An adviser can help you balance today’s wants with tomorrow’s needs. Here’s what to consider when deciding whether to partner with one.
If you’re the beneficiary of retirement accounts or other inherited assets, it pays to learn about the IRD deduction.
Full of tricky timing concerns, the rules for IRA withdrawals are commonly misunderstood. Here, we explain five of them.
You might have assets sitting at the Pennsylvania Treasury that belong to you. All you have to do is claim them.