Retirement

Hormuz Blockade Hits Home: Memphis Faces Rising Costs

April 30, 2026

Eight weeks into the U.S.-Iran conflict, the financial consequences are impossible to ignore. According to a U.S. official, the war has already cost Americans about $25 billion—and it’s still sending reverberations through global energy markets.

Reviewing 401(k) Beneficiary and Withholding Elections After Filing

Retirement

April 29, 2026

For many people, filing a tax return feels like crossing the finish line. Once the return is sent off and the refund or payment is handled, most of us set taxes aside until next year.

How Your Tax Bracket Can Guide 401(k) Contributions

Retirement

April 29, 2026

Deciding between pre-tax and Roth 401(k) contributions isn’t just about retirement—it’s also about your tax bracket.

Using Installment Plans While Continuing Minimum 401(k) Savings

Retirement

April 29, 2026

Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

Setting Up an Annual “Refund Action Plan” in Advance

Retirement

April 28, 2026

A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

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

Retirement

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.

Hormuz Blockade Hits Home: Memphis Faces Rising Costs

Reviewing 401(k) Beneficiary and Withholding Elections After Filing

How Your Tax Bracket Can Guide 401(k) Contributions

Using Installment Plans While Continuing Minimum 401(k) Savings

Setting Up an Annual “Refund Action Plan” in Advance

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

Follow our journey

Popular Blog Posts

Tax Considerations When Drawing From 401(k)s in Retirement.

Reassessing Your “Retirement Paycheck” Annually

The Power of Timing: How the Sequence of Your 401(k) Withdrawals Shapes the Course of Retirement

Let's talk about your future.