Ric Komarek, CFP®A new tax bill has shaken up the rules for charitable giving. From higher SALT deductions to new "floors" on gifts, here is what you need to know to keep your financial house in order for 2025.
Ric Komarek, CFP®Is your home office overflowing with old statements and mystery envelopes? It’s time for some financial spring cleaning. Here is a simple guide on what to keep, what to shred, and how to organize your financial life for peace of mind
Ric Komarek, CFP®Stock markets are up, but so is anxiety. As we head into 2026, are you worried about "giving back" your gains? From AI and elections to the national debt, here are 7 key themes every retiree needs to watch—and why your plan is built to weather them all.
Ric Komarek, CFP®As the year winds down, don't miss the chance to perform a "maintenance check" on your retirement plan. We discuss three critical strategies—RMDs, Roth Conversions, and Tax-Loss Harvesting—that need your attention before the December 31 deadline to help protect your financial future.