When most people think about retirement planning, they focus on building wealth. But once retirement gets closer, the conversation needs to shift from how much you have to how efficiently you can use it.

Learn tax-efficient brokerage strategies for 2026 from a Certified Financial Planner. Discover how retirees can reduce taxes, manage investments, and optimize income.

If you’re charitably inclined and looking for smarter ways to give in 2026, you may be missing powerful tax-saving opportunities.

As we head into 2026, tax planning is more important than ever—especially for adults over 50 preparing for retirement. Yet every year, we see the same costly mistakes repeated.

Saving on taxes isn’t just about knowing what to do — it’s also about knowing what not to do.

The One Big Beautiful Bill Act (OBBBA) is a landmark tax bill signed into law on July 4th that impacts every single American. While we won’t know the exact implementation details of all these provisions until later, here are ten tenets of the OBBBA that may impact you. I’ll bulletize the changes and add some “What this means” commentary.

It’s the most wonderful time of the year… for the IRS. It’s tax season! While it may be joyous for the government, it’s groan-inducing for most people. We all have one thing on our minds: “How do I pay less taxes!” We’re going to cover five strategies to lower taxes over your lifetime.

Episode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.