Coolplayers
2026's Tax Trifecta: The Rural OZ Bonus and Your Month-by-Month Execution Calendar
Technology

2026's Tax Trifecta: The Rural OZ Bonus and Your Month-by-Month Execution Calendar

Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.
4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare)
Technology

4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare)

Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.

 I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong
Finance

I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong

Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.