After the difficult first quarter caused by the war with Iran and the related sharp rise in oil prices, the stock market staged a remarkable recovery in the second quarter.  Find out Tim’s review and outlook here!

The tax code changed this year — and most people don't realize it yet. From a higher standard deduction to a new charitable giving perk for non-itemizers, there's real money on the table. The catch? You only capture it if your withholding is set up correctly.

The year started strong, but the war with Iran caused a sell-off and market decline. What other factors will impact the stock market this year?

In some senses, 2025 was “A Tale of Two Markets.” Read our recap and outlook for 2026 here.

A new kind of savings vehicle for children—nicknamed the “Trump account”—was introduced as part of the One Big Beautiful Bill Act. Initially designed to give eligible newborns a $1,000 head start on investing, the program has now received an unprecedented philanthropic boost that could expand its reach to millions more children.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2025. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

We’ve been getting lots of questions lately about how to build generational wealth through the stock market. It’s a smart question, because unlike many of the benefits we think of in retirement planning—like Social Security or pensions—investment accounts can actually extend beyond your lifetime and provide financial security for the people you love

WFor decades, inheriting one of these accounts came with a powerful tax advantage known as the “stretch IRA.” This strategy allowed non-spouse beneficiaries—such as children or grandchildren—to spread those RMDs out over their own lifetimes. The result was smaller annual withdrawals, decades of continued tax-deferred growth, and potentially lower taxes overall. In many cases, an inherited IRA could be “stretched” across an entire lifetime if structured properly—making it a cornerstone of family financial planning

But that changed with the passage of the SECURE Act in late 2019, which went into effect for most inherited IRAs starting January 1, 2020. One of the biggest shifts introduced by this legislation was the elimination of the stretch IRA for most non-spouse beneficiaries. In its place: the 10-Year Rule.

So what exactly changed—and how do the two approaches compare?

Q2 = stock market decline, bounce back, and new record highs. Get our recap here!