As the year of 2025 looms, taxpayers and businesses alike are analyzing the potential implications of ongoing US tax reform. While the specifics remain subject to change, certain trends point toward a shifting tax landscape. Businesses must actively engage the upcoming changes and plan accordingly to optimize their financial standing. … Read More

For Generation X, retirement poses a unique set of considerations. Raised during an era of economic uncertainty, we've learned to be adaptable. This experience helps us as we approach this new stage in our lives. We may not have the same resources as previous generations, but we're resourceful and committed on crafting a rewarding retirement.… Read More

As Gen Xers creep/approach/slide their forties, thoughts of retirement may start flickering/appearing/dancing in their minds. After all, those early bird/golden/sunset years seem closer/more attainable/within reach. But the path to financial freedom/independence/security can be a winding one, especially/particularly/definitely for a generation k… Read More

Securing your financial future during retirement requires careful planning and strategic investing. Two key elements to consider are pension deductions and 401(k) plans. While both offer valuable benefits, understanding their intricacies is crucial for maximizing your retirement nest egg. Traditional pensions often provide a steady stream of inc… Read More

Millions of retirees are set to receive an increase in Social Security benefits starting in April 2025. Thanks to the Social Security Fairness Act, long-standing reductions caused by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) are being removed, allowing retired public workers, spouses, and survivors to receive t… Read More