2026 Financial Update: New Contribution Limits & Tax Brackets

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2026 Financial Update: New Contribution Limits & Tax Brackets

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Retirement

2026 401(k) and IRA Contribution Limits

The Internal Revenue Service announced on November 13 that contributions limits for 4...

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Retirement

7 Financial Planning Takeaways from 2025

What happened in 2025 from a financial planning perspective that could remain re...

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Retirement

What’s New for 2026?

There are several things that are new for 2026 from a financial planning perspective ...

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Insurance 4 Questions to Ask About Long-Term Care

5 Long-Term Care Questions to Ask

As you age, calculating the chances that you’ll need long-term care—and the assoc...

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Taxes 5 Reasons NOT to Convert to a Roth IRA

7 Reasons NOT to Convert to a Roth IRA

We’ve published a lot of content that highlights how Roth conversions can be a help...

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Investments

Alternative Investing: What You Need to Know

What is alternative investing and why is it so misunderstood? From private equity and...

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Estate Planning

The Great Wealth Transfer’s Great Impact on Women

Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...

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Retirement

7 Financial Scams You Need to Be Aware Of

It's one thing to build your wealth; it's another to protect it. Let’s review seve...

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Taxes

2026 Tax Brackets: IRS Makes Inflation Adjustments

The IRS announced several inflation adjustments for the 2026 tax year on Thursday, Oc...

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Estate Planning

5 Key Estate Planning Items to Address

As we prepare to celebrate National Estate Planning Awareness Week, let's review thes...

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Retirement

What Is a Good Monthly Retirement Income?

What is a good monthly retirement income? Let's review the nuances of retirement spe...

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Retirement

The One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act became law on July 4 after narrowly passing through th...

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Retirement

8 Pre-Retirement Tasks to Address

What do you need to do to prepare for retirement? Review these eight pre-retirement t...

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Investments Active Versus Passive Management

Active Versus Passive Management

In today's world, investors will often encounter competing investment strategies know...

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Retirement What Is the Social Security Fairness Act

What Is the Social Security Fairness Act?

The Social Security Fairness Act repealed the Windfall Elimination Provision (WEP) an...

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Taxes Taxes on Retirement Income

Taxes on Retirement Income

When you leave your job and enter retirement, your tax situation can drastically chan...

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Retirement

5 Reasons to Retire

Consider these key aspects of the financial planning process while reviewing these fi...

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Retirement

5 Types of Financial Plans

Let’s review five types of financial plans and why a comprehensive plan is critical...

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Retirement Traditional versus Roth

Traditional Versus Roth 401(k)

People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...

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Taxes 2024 tax return

2024 Tax Return Tips

While Tax Day isn’t until April 15 each year (unless April 15 falls on a weekend), ...

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Retirement

Financial Checkup Time: Review These Annual Items

The beginning of the year is a great time for a financial checkup. Let's review some ...

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Popular Resources

Click a resource below to download some of our most popular resources like the Retirement Plan Checklist.

Retirement Plan Checklist    Roth Conversion Case Studies    Tax Reduction Strategies

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About the show

Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.