When is contributing to an IRA not what your financial advisor (or CPA) advises? I’m so glad you asked! It’s very simple: Most of you reading this should NOT be making tax-deferred IRA contributions. Why? Not all IRA contributions are…
Just when you think you’ve got your retirement savings on autopilot, wham, a new tax bill comes along to change your plans. Today, I’m focusing on the changes in catch-up contributions to employer retirement plans brought on by OBBRA (the…
Yep, I’m doing the work so you can look good to your sweetie on what is probably the most fraught made-up holiday on the calendar. Save time (and money!) by learning from others’ mistakes. “After five years of gas station…
Okay, we all know (even though many of you have tried anyway) that jumping in and out of the stock market to avoid bad years and only participate in the good times doesn’t work. That’s not my hot take. My…
Today’s blog is a quick reminder of the savings limits for retirement accounts in 2026. Adjust your payroll deductions and savings plans accordingly. 401(k), 403(b), 457, and TSP plans: Annual contribution limit: $24,500 (up from $23,500 in 2025). Catch-up (age 50+): $8,000 (up from $7,500). Total possible…
Sure, sure, we all want to save more money in 2026. But, as the iconic Cyndi Lauper sings, girls (and guys) just wanna have fun! What’s good for your pocket and the environment? Keeping used gear in the hands (and…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
