Who doesn’t love a good influx of cash from a nice bonus!? The thing many people often don’t think about is the tax implications of bonuses…

Let’s talk some of the tax strategies that can help mitigate a surprise tax bill or tax penalty.

Have you received a Voluntary Separation Package (VSP)? We know of a few people who have recently and it sure can bring up a lot of questions, the biggest one being, “Do I have enough money to retire?”

But there are other questions and considerations to take into account, including the hardest one, “Am I ready to retire?”

There’s been a lot of talk recently about the One Big Beautiful Bill Act, and no matter how we may or may not feel about it, there are some tax-and-personal-finance-related items in there that will affect you and me.

Let’s check out some of the main features of this bill and how they may affect us.

What are tail risks? What does it have to do with financial planning? A lot. Tail risk is the risk that's associated with an extreme event that has a small probability of occurring.

Let’s look at a few examples of possible tail risks and some ideas of how we can prepare for them. Of course we never want them to happen, nor think they’ll happen to us. But IF/WHEN they do, we should have things in place so that the tail risk doesn't ruin us.

Who’s Roth? Not someone whose parents had financial acumen and wanted to be edgy by naming them after their favorite investment account.

I am of course speaking about Roth accounts, both Roth IRAs and Roth 401(k)s. Why do I love them so much? Let’s go through 10 of the reasons.