Q1 2026 Market Review

By Clint Edgington
Posted on April 20th, 2026

My 15-year-old son is currently taking a beginner macroeconomics class in high school, and it has led to some enjoyable discussions at home about markets […]

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Medicare or Medicaid?

By Broadridge Advisor Solutions
Posted on April 9th, 2026

It’s easy to confuse Medicare and Medicaid, because they have similar names and are both government programs that pay for health care. But there are […]

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

By Broadridge Advisor Solutions
Posted on April 9th, 2026

Contributing to a traditional 401(k) or IRA can help reduce your current tax bill, but you may run into some drawbacks in retirement. Withdrawals are […]

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Key Tax Law Changes to Higher Education Coming Soon

By Broadridge Advisor Solutions
Posted on January 16th, 2026

The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, includes many provisions that affect higher education. The new provisions go into […]

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Is it Time for a Financial Wellness Checkup?

By Broadridge Advisor Solutions
Posted on January 16th, 2026

Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year. That is, until we consciously break the pattern. […]

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Tax Numbers and Inflation Adjustments for 2026

By Anne Zavaglia
Posted on January 14th, 2026

The Internal Revenue Service makes annual cost-of-living and inflation adjustments. For 2026, these changes increase contribution limits for retirement plans and update various tax deduction, […]

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Final 401(k) Catch-Up Regulations: What Employers and Savers Need to Know

By Anne Zavaglia
Posted on October 14th, 2025

The IRS has released final regulations on 401(k) catch-up contributions under the SECURE 2.0 Act, bringing clarity to how older and higher-income workers can save […]

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Navigating Medicare Open Enrollment

By Broadridge Advisor Solutions
Posted on October 13th, 2025

If you have Medicare coverage, the Medicare Open Enrollment period is a good time to review your options, compare costs, and make sure that your […]

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Could Employee Ownership Be Part of Your Succession Plan?

By Broadridge Advisor Solutions
Posted on October 13th, 2025

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees. […]

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Q3 2025 Market Review

By Clint Edgington
Posted on October 13th, 2025

The third quarter continued the trends from last quarter, fully recovering from the drop due to tariff scares this past spring.  Equity markets ended at […]

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