Blog
Bruce and Peg tackle listener questions on new tax proposals, Reddit-fueled stock surges, and the rise of memecoins. Tune in for expert insights and practical financial guidance in a rapidly changing market.
5/1/2021
Blog
Divorcing later in life? Learn the 4 critical financial steps to protect your assets, minimize tax liabilities, and avoid costly mistakes during and after divorce.
4/27/2021
Blog
Wondering how much income you’ll have in retirement? Learn how to estimate your monthly retirement paycheck by analyzing assets, forecasting growth, calculating Social Security benefits, and projecting future taxes—with expert insights and tools like RealityCheck™.
11/24/2020
Blog
Explore how Joe Biden’s 2020 tax plan proposed raising taxes on high earners and corporations. Learn what changes were suggested for income, capital gains, estate taxes, and Social Security contributions.
8/12/2020
Blog
Explore the key provisions of the proposed $3 trillion HEROES Act, including expanded stimulus checks, tax credits, unemployment benefits, and business relief. Learn how this potential legislation could impact your financial planning.
6/16/2020