Retirement

Using a Tax Bill as a Prompt to Revisit Withholding and 401(k) Choices

April 27, 2026

Getting hit with a bigger tax bill than you expected can be frustrating, but it can also be a helpful wake-up call. Instead of seeing it as just a setback, use it as a reason to check whether your tax payments and retirement contributions still match your current goals.

The Refund and the System: Making a 401(k) Contribution in Memphis

Retirement

April 27, 2026

In the city of Memphis, as in every city across America, the arrival of spring brings with it a customary ritual. For some, it is the azalea blooming in Overton Park, for others, the slow return of heat to the banks of the Mississippi, and for many, it is the arrival of the tax refund—a sum that, for a moment, seems to represent possibility itself.

Using HSAs to Prepare for Health Costs in Retirement

Retirement

April 21, 2026

Treating your Health Savings Account like a long-term investment vehicle is one of the most underutilized yet powerful strategies to manage rising health costs in retirement.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Retirement

April 9, 2026

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.