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    More Room to Save: 2026 Saving Limit Increases
    December 1, 2025
    More Room to Save: 2026 Saving Limit Increases
    The IRS has just announced the 2026 contribution limits and income thresholds for retirement accounts. This update serves as a great reminder to check whether your saving strategy still fits your goals. These changes might seem small, but over time, they can make a meaningful difference in how much you are able to set aside...
    A Century in the Making
    November 25, 2025
    A Century in the Making
    Ninety-seven years ago this month, a remarkable entertainment revolution began. Unlike the cartoons that came before it, this one featured sound synchronized with hand-drawn animation. It was the first in a long line of innovations from a 27-year-old animator named Walter Disney.   I spent my early childhood growing up in central Florida and made...
    Unraveling the Mystery of Annuities: Where Good Intentions Get Complicated
    November 6, 2025
    Unraveling the Mystery of Annuities: Where Good Intentions Get Complicated
    If you have ever tried to read through an annuity contract, you know it can feel like deciphering a foreign language. There is no shortage of fine print, confusing riders, and layers of guarantees that seem to promise peace of mind but often leave investors asking, “What did I actually buy?”  This post marks the...
    Sales vs. Advice: Why Knowing the Difference Can Protect Your Financial Future 
    October 31, 2025
    Sales vs. Advice: Why Knowing the Difference Can Protect Your Financial Future 
    When it comes to managing your money, making smart financial choices isn’t just about what you invest in – it’s also about who you listen to. Many people walk into a financial meeting thinking they’re getting professional advice, when in reality, they’re being sold something. The difference between sales and advice might seem subtle, but...

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