Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I […]
New Retirement Contribution Limits for 2026
Every year, the IRS updates how much you are allowed to invest in different retirement savings vehicles. With 2026 underway, the IRS has released new figures for the year. Read
Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
Your 2026 Personal Finance Calendar: January, February, and March Read More »
What Is Your Effective Tax Rate in 2026?
The median salary for adults age 45-54 living in the United States was $71,604 in 2025. In 2026, a person earning between $50,401 and $105,700 falls in the 22% tax
Avoiding More Scams
By Nicholas HamnerInvestment Advisor Representative/All-Around Nice [email protected] Let’s suppose someone finds out you have a nephew named Timmy. They find a photo of Timmy, print it out, wear it on
Required Minimum Distributions: What They Are And The Common Mistakes People Make
You’re probably familiar with retirement accounts. Your work’s 401(k) or 403(b), or a privately managed Individual Retirement Account (IRA) that you set up yourself. But you might not be as
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You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops
Getting A Grip On Capital Gains
by Nicholas Hamner Investment Advisor Representative [email protected] Capital gains describe the increase in value an investor receives when they sell an asset for more than they paid. If you buy $400 worth
The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,