SECURE 2.0 and the Future of Retirement Planning in 2026
Congress passed SECURE 2.0, raising catch‑up limits and delaying RMDs. Dr. James Porter explains what the changes mean for your retirement savings.
2026
Mortgage Rates Dip Below 6%: What It Means for Homebuyers
Mortgage rates have slipped below 6% for the first time this year. Sarah Blackwell explains why it matters, who should act, and how to lock in the best rate.
2026 Auto Loan Rates: Are They Dropping?
With average auto loan rates at 7.01% for 60-month new car loans and a forecast of 6.7% in 2026, Marcus Chen breaks down what's happening and how to navigate the rates.
The 84-Month Auto Loan: A Road Trip or a Detour?
Are 84-month auto loans a savvy move or a long-lasting headache? Marcus Chen breaks down the pros and cons and shows how to drive smart.
Tech Stocks Tumble: What AI Billions Mean For Your Portfolio
Amazon's $200 billion AI bet triggered a tech selloff. Microsoft down 5%, Bitcoin cratering. Here's what it means for your portfolio and what to do about it.
New Fed Chair Warsh: What It Means for Your Wallet
Kevin Warsh's nomination as Fed Chair signals a potential shift in monetary policy. Here's what it means for interest rates, mortgages, and your financial planning.
In-Plan Roth Conversions: What High Earners Need to Know in 2026
The IRS now forces catch‑up contributions into Roth accounts. Learn how in‑plan Roth conversions can boost your tax strategy.
2025
Year-End Tax Moves for 2025
December is coming. Here are the tax moves to make before year-end to minimize your 2025 tax bill.
Mid-Year Financial Checkup: Are You on Track?
It's August. Time to check if your 2025 financial goals are on track—and adjust before year-end.
Market Volatility: Staying Calm in Uncertain Times
Markets are swinging wildly in 2025. Here's how to keep your financial plan on track when headlines scream panic.
Tariffs Hit: What It Means for Your Budget
New tariffs on imports are here. Here's how they'll affect prices and what you can do to protect your budget.
2024
Post-Election Markets: What the Results Mean for Your Money
With the 2024 election decided, here's what to expect for taxes, markets, and your financial planning.
Fed Cuts Rates: What to Do With Your Savings Now
The Fed just cut rates for the first time in 4 years. Here's how to adjust your savings strategy before yields drop further.
Housing Affordability Crisis: Creative Strategies for 2024 Buyers
With home prices and rates both elevated, here are creative strategies to break into the housing market in 2024.
Fed Signals Rate Cuts: What It Means for Your Mortgage
After nearly two years of aggressive rate hikes, the Fed is finally signaling rate cuts. Here's what it means for homebuyers.
2023
Year-End Tax Planning: Maximize Deductions with Our Calculator
With 2023 wrapping up, here's how to maximize your tax deductions before December 31st using data-driven strategies.
Inflation Easing: What It Means for Your Retirement Savings
With inflation cooling to 3.2%, here's how to adjust your retirement strategy and make the most of the improving economic outlook.
Recession-Proof Your Budget: A 2023 Survival Guide
With recession fears looming, here's how to build a budget that can weather any economic storm using the 50/30/20 framework.
How Rising Interest Rates Affect Your Mortgage and Loans
The Fed's aggressive rate hikes have pushed mortgage rates to 7%. Here's what that means for homebuyers and how to calculate your true affordability.