Taxes 3 min read. New Tax Rules in 2026: What They Mean for Your Financial Plan Dennis Coon Jan 20, 2026 9:23:54 AM here’s an old line that tax complexity is a tax all by itself. That idea feels especially true... Read more
Taxes, Planning 2 min read. Phantom Income: When the IRS Taxes You on Money You Never Received Staff writer Dec 17, 2025 9:06:48 AM Every so often, someone is surprised by a tax bill that doesn’t seem to line up with the cash they... Read more
Taxes, Planning 3 min read. Three Tax Planning Moves Worth Reviewing Before Year-End Staff writer Dec 15, 2025 10:22:36 AM As the year winds down, certain financial decisions quietly become time-sensitive. While good... Read more
Retirement, Taxes 1 min read. When Roth 401(k) Contributions Actually Make Sense Dennis Coon Dec 8, 2025 11:35:46 AM Lately I’ve seen more people shift their 401(k) contributions from Traditional to Roth. Sometimes... Read more
Retirement, Taxes, Investing 1 min read. “Taxes Will Be Higher Later”—Why This Prediction Never Seems to Arrive Dennis Coon Nov 19, 2025 7:30:01 AM I’ve been hearing the same prediction for more than twenty years: taxes are going to be higher in... Read more
Retirement, Taxes 3 min read. How I Think About Beating the IRS Without Breaking the Rules Dennis Coon Oct 22, 2025 7:30:00 AM When most people talk about “beating the IRS,” they imagine loopholes, secret tricks, or someone... Read more
Taxes 3 min read. Smart Year-End Moves That Could Lower Your 2025 Tax Bill Staff writer Oct 15, 2025 7:00:01 AM As the leaves start to turn and the air gets a little crisper, most people are thinking about... Read more
Retirement, Taxes 2 min read. The Overlooked Window for Smarter Tax Planning Staff writer Aug 27, 2025 6:45:00 AM Most people don’t think about taxes until spring, when the filing deadline is around the corner.... Read more
Taxes, Social Security 2 min read. How Taxes Impact Your Social Security Benefits in Retirement Staff writer Jul 14, 2025 11:14:35 AM It often comes as a surprise to many retirees, but a portion of your Social Security benefits may... Read more
Retirement, Taxes, Investing 3 min read. The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances Dennis Coon Jul 8, 2025 7:45:00 AM Congress recently passed a major tax and spending bill that President Trump signed into law on July... Read more