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.
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.
The IRS extended the tax filing deadline to May 17. Discover Bruce and Peg’s expert tips on how to use the extra time to reduce stress and maximize your tax return.
Confused about Social Security? Bruce and Peg break down when to start taking benefits, how taxes may apply, and what you need to know to make informed retirement decisions.
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™.
Thinking about an early 401(k) withdrawal? Learn why it’s usually a bad idea, the penalties involved, and the rare exceptions where it might make sense—plus smarter alternatives to protect your future.
Learn how an 83(b) election can reduce your tax burden on company stock options. Discover the benefits, risks, and whether this strategy fits your financial plan.
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.
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.