What Your 2025 Tax Return Reveals About Your Retirement Plan

What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles  |  April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]

By |2026-04-02T16:33:31-04:00April 10th, 2026|Retirement Blog, Weekly Update|0 Comments

2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy

2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts retirement plan contribution limits [...]

By |2026-03-05T15:34:43-05:00March 6th, 2026|Retirement Blog, Weekly Update|2 Comments

22 Money Resolutions for 2022, Part 2

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode.

By |2022-01-03T18:01:29-05:00January 20th, 2022|Podcasts|Comments Off on 22 Money Resolutions for 2022, Part 2

Financial Literacy: What Are The Three Qualities Of Money?

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities.

By |2021-02-18T15:50:24-05:00February 18th, 2021|Podcasts|Comments Off on Financial Literacy: What Are The Three Qualities Of Money?
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