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  • Why Baby Boomers Are Still Working in 2026

    April 11, 2026

    Why So Many Baby Boomers Are Still Working in 2026 and Redefining Retirement For decades, retirement was viewed as a well-earned finish line filled with leisure, travel, and a slower pace of life after years of hard work. In 2026, that vision is evolving. A growing number of Baby Boomers…

Latest Blog Posts

  • Increased Interest from Younger Investors in High-Risk Assets

    February 14, 2025

    Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of high returns and a desire…

  • Increased Interest from Younger Investors in High-Risk Assets

    February 5, 2025

    Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement portfolio beyond traditional assets. Here's…

  • Supreme Court Decision could reshape prohibited transaction claims

    January 27, 2025

    Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big implications for how prohibited transactions…

  • Why So Many Baby Boomers Are Continuing to Work

    January 21, 2025

    Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to enjoy the fruits of a…

  • The IRA Turns 50!!

    January 16, 2025

    50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the birth of IRAs—those trusty tools…

  • The Proposed Future of Accredited Investor Status

    January 13, 2025

    The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as the likely new Chair of…

  • Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing

    January 13, 2025

    Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement savings and unlock the potential…

  • How Much Have We Saved?

    January 11, 2025

    Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand the state of retirement preparedness,…

  • Why Invest in a Syndication Deal with Your IRA?

    January 8, 2025

    Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where multiple investors pool their resources…

  • The Financial Impact of Boomerang Children

    January 8, 2025

    The phenomenon of "boomerang children"—adult offspring returning to live with their parents—has become increasingly prevalent in recent years. While this arrangement can offer temporary relief for young adults facing economic…

  • Tax and Financial Benefits of Self-Directed Retirement Investing

    January 3, 2025

    Self-directed retirement investing offers powerful advantages for individuals seeking to build wealth and secure their financial future. By taking control of your retirement accounts and exploring non-traditional investment opportunities, you…

  • When Can I Have My Roth Tax-Free?

    January 2, 2025

    Withdrawing funds from a Roth Individual Retirement Account (IRA) can be more complex than it appears, especially when dealing with converted funds. Understanding the specific rules and timelines is crucial…