Reset Your Finances in 15 Minutes
What are your goals for 2026? Now is a great time to take a look at your financial picture. A quick 15-minute review can help you see what’s on track, what needs attention and where small adjustments might be needed.
Here’s how you can give yourself a brief financial audit to start the year strong:
How high earners can leverage a backdoor Roth IRA
IRS income limits block direct contributions for higher earners. In 2025, single filers with a modified adjusted gross income (MAGI) above $150,000 (and joint filers above $236,000) can’t contribute directly.
But high-income earners aren’t totally locked out. It’s possible to leverage a backdoor Roth IRA to work around these income limits.
4 Smart Ways to Save for Your Kids
It’s never too early to start preparing your child for financial success. Whether you're thinking about college, a first car or helping them build smart money habits, putting the right savings tools in place now can make a big difference later.
Has Your Situation Changed? Managing Surprises and Sticking to Goals
Without expenses like travel and dining out, many people have spent less and saved more over the last few months.
Others are experiencing a sudden drop in income due to job loss or early retirement.
Ideas for Safeguarding Your Wealth in 2020
You’ve worked hard to earn what’s yours. Thoughtful decisions and smart planning have helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come.
How does retirement change your finances?
Planning a successful retirement is about more than saving enough money. It also means learning to adjust your habits — financial and otherwise — to your new schedule and lifestyle.