Why a Roth Conversion Can Make Sense for Investors Under 50
While Roth conversions are commonly discussed closer to retirement, they can be especially powerful for younger investors who have time on their side.
Entries by Carolline Holanda
How High-Income Consultants and Solo Business Owners Can Save Far More for Retirement
For high earners with strong, consistent cash flow, there’s another option worth serious consideration: a Defined Benefit Pension Plan.
Trump Accounts vs. 529 Plans vs. UTMA Accounts: Choosing the Right Way to Save for a Child
Families today have several options when saving for a child’s future, including the new Trump Accounts arriving in 2026.
What’s Changing With Retirement and Savings in 2026?
The rules around retirement and long-term savings change regularly, and 2026 brings several important updates that could impact how much you can save and how your money is taxed.
Key Investment Rule Changes for 2025: What You Need to Know
As we enter 2025, several changes to investment rules could significantly affect how you manage your finances.
Shielding Your Identity: Essential Strategies to Guard Against Identity Theft
In this blog, we’ll explore essential strategies to shield your identity and minimize the risk of falling victim to identity theft in an increasingly digital world.
Winning the Game: Maximizing Name, Image, and Likeness (NIL) Opportunities for College Athletes
In the competitive world of college sports, student-athletes dedicate themselves to achieving excellence on the field or court.
Understanding Capital Gains vs. Ordinary Income: Key Considerations for Investors
When it comes to investing, understanding the tax implications of different types of income is crucial for maximizing returns and minimizing tax liabilities.
Aging in Place: Creating a Comfortable and Safe Home Environment
As we grow older, maintaining independence and staying connected to our community become increasingly important.
Retirement planning options for small business owners
In this blog, we’ll explore retirement plans specifically designed for small business owners and discuss the benefits and considerations of each option.