What's not enough—and what to do about it. Key Takeaways A safe withdrawal rate helps you estimate the amount of money you can withdraw each...

What to Know About Trump Accounts Key Takeaways Trump Accounts are long-term, tax-advantaged investment accounts for children. Children born between Jan. 1, 2025, and Dec....

What Borrowers Should Know Key Takeaways New legislation impacts current and new student loan borrowers. The legislation introduces lifetime borrowing limits. Current borrowers in the...

How to Maximize Your Business Meals and Entertainment Tax Deductions Updated March 2026 Understanding the expenses you can and cannot write off for your small-to-mid-sized...

What Incisal Edge’s 2025-26 Dentist Survey Reveals Dentists across every specialty are expressing strong confidence about their retirement outlook, according to Incisal Edge’s 2025-26 Dentist...

Key Areas to Make Sure You and Your Family Are Covered Key Takeaways A reasonable baseline for a professional with a spouse and dependents is...

3 Financial Moves to Make in the New Year Key Takeaways A well-designed financial plan gives you the freedom to choose how to spend your...

The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...

Questions: "Is it better to buy or lease a car?" and "Should I pay cash or finance a car?" Answer: It depends on how you...

Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...

Retirement savings or paying down debt? Which takes priority? CWA Financial Planner Sarah Oliver shares a smart savings strategy for increasing your savings.