Kyle Whittington, CFP®

If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.

The U.S. and Israel attacked Iran, sparking counterattacks. Oil prices rose. Consumer expectations for the economy improved.

Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.

Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.

Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.

The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.

A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.

The IRS recently announced higher limits for HSAs in 2026 which will help investors cover medical costs and lower their tax bills.