by Kenny | Jan 28, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Excess IRA contributions occur for many reasons, like making a contribution without eligible compensation, accidentally exceeding the Roth IRA phase-out limits, rolling over a required minimum distribution (RMD), etc. Excess...
by Kenny | Jan 26, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst Thinking about leaving your job? Make sure you understand the vesting schedule that applies to your retirement plan. It may pay to stick it out a little longer to become more “vested” in your plan. Otherwise, you may lose out on...
by Kenny | Jan 25, 2026 | Weekly Market Commentary
Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met in Davos at the World Economic Forum. President Trump’s sharp...
by Kenny | Jan 23, 2026 | Medicare, Medicare Blog
If you take even one regular medication, Medicare prescription drug coverage can make a meaningful difference in your monthly budget. But Part D can also feel confusing because plans change, formularies change, and costs can vary widely from one person to the...
by Kenny | Jan 22, 2026 | Weekly Newsletter
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than a portfolio. A strong plan examines your total financial...
