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Social Security Claiming Age Guide: 62 vs. 67 vs. 70 What You Need to Know — With Links to Official IRS and SSA Resources Deciding when to claim Social Security benefits is one of the most important financial decisions you’ll make as you approach retirement. Should you take your benefits early at 62? Wait until […]

How to Minimize the Risk of an IRS Audit Smart Filing Strategies Backed by Official IRS Guidance For most taxpayers, an audit sounds like the financial equivalent of a root canal—but the truth is, IRS audits are relatively rare. Still, certain red flags can increase your chances of being selected. By staying informed and documenting […]

​Life is full of milestones—some joyful, others challenging—but many come with tax implications that can catch you off guard. Whether you’re tying the knot, buying a home, expanding your family, going through a divorce, or stepping into retirement, each event can significantly impact your tax situation. Understanding these effects can help you make informed decisions […]

Tariff fears have heightened investor concerns about a potential U.S. economic recession. Tariffs are not the only stressor—rising job-cut announcements and shifts in stock market leadership toward more-defensive sectors also reflect cracks under the economy’s surface. Declining Treasury bond yields—which move inversely to bond prices—indicate that investors have become more worried about long-term economic growth […]

When it comes to protecting your money, it’s smart to know the basics of FDIC insurance and how to maximize your coverage. FDIC insurance isn’t usually a hot topic, but when it comes to protecting your money, it’s smart to at least know the basics. Even though I’m in the financial industry, it wasn’t top […]