Dec 19, 2024
Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.
The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year.
Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual...
Dec 12, 2024
How do we fix the housing affordability problem in the U.S.?
Will lower interest rates really improve the real estate market?
How have Zillow and Airbnb contributed to the current housing challenges?
What are tariffs (+ benefits and drawbacks)?
What's next for the U.S. economy?
These are just a few of the questions...
Dec 5, 2024
Today, I’m discussing the challenges of spending money in retirement.
To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:
➤ Why it’s so difficult for retirement savers to transition from saving to spending
➤ What you can do to prepare...