Month: December 2025
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
Year-End Financial Checklist
December 18, 2025School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.