Series EE Savings Bonds have been around for over three decades, which means that some of you listening likely hold them. You could have purchased them yourself, received them as a birthday gift, or inherited them. No matter how you acquired them, if you currently hold Series EE Bonds then you should understand what they are.

The Federal Income Tax Brackets for 2023 have been released. These brackets are adjusted each year to account for inflation. Therefore, if you are interested in these changes and the impact of above-average inflation in 2022 then you have come to the right place!

There are two things in life that are unavoidable: death and taxes. Taxes are viewed as being overly complex but saving money through the reduction of taxes doesn’t have to be difficult. In this blog, I cover all the basic tax rules you will need to know in retirement.

Are you a high-earning individual approaching age 65? Or perhaps an individual wondering how Medicare premiums work and what factors can impact your costs? Either way, the Income-Related Adjustment Amount (IRMAA) may be a topic of interest. 

Inflation can also erode the purchasing power of your retirement income, making it necessary to protect it against inflation. That's why I am here to share with you five effective ways to hedge your retirement income against inflation, so you can mitigate the impact of inflation until the Fed brings it under control.

When people think about retirement, they view turning 65 years old as the magic number. And I get it! Why wait a few more years if you can retire now? Surprisingly, there may be more reasons than you think.

You have likely heard me say that every working person should have an emergency fund with three to six months of income. The question is, does this apply to retirees as well?

As we begin the 2023, I want to ensure that you’re setting yourself up for success in 2023. A great way to do that while helping you save for retirement is opening a Health Savings Account (HSA).

My goal in writing this blog is to share seven easy and effective ways to cut costs and lower the cost of your monthly bills. If you want to learn how to decrease your electricity bill, save on groceries, and cancel unused subscriptions then read to the end.

The numerous Federal Reserve interest rate hikes in 2022 created a great opportunity for short-term investing in 2023. There are several investments that are currently producing yields not seen in the past 20 years.

The main issue with a Roth IRA is that the IRS does not allow high-earning individuals to contribute. The solution? A Backdoor Roth Contribution which I will educate you about throughout this blog!

I have seen several examples of poor investments negatively impacting an individual’s or couple’s ability to save for retirement. Therefore, my goal in writing this blog is to educate you on seven investment products that may carry more risk than you had thought.

Deciding how to invest your assets is incredibly important for the future success of your investment portfolio. Therefore, I’m going to break down your diversification options and give you my take on how to best invest for a successful retirement!

Social Security has a few important changes coming in 2023. If you want to know what these changes are and how they will affect you then you have come to the right place!

There are several questions that you should be asking yourself if you are preparing to apply for your Social Security benefit. The largest question being, at what age should I begin collecting my Social Security?

Have you started investing in your Health Savings Account (HSA) yet? A common misunderstanding is that an HSA can only be used to pay for qualified health care, dental, and vision expenses. However, this is not the case.