Resources

For Peg Webb

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Retirement

What Are RMDs and How Do You Take Them? 2026 Rules, Deadlines and Tax Planning Tips

Turning 73? Learn how Required Minimum Distributions (RMDs) work, which accounts are affected, how to calculate them, and avoid costly penalties with smart retirement planning.

Peg Webb

Jul 31, 2026

Younger couple sitting on couch looking at paper

Estate Planning

What to Know Before Choosing an Executor Outside Your Family

Choosing an executor outside your family can help reduce estate planning stress, minimize conflict, and ensure your wishes are carried out with the right support.

Peg Webb

Jul 16, 2026

Retirement

Setting a Stress-Free Travel Budget

Travel is one of the primary reasons people work, save, and plan for the future. Travel often ranks near the top of retirement and lifestyle goals.

Peg Webb

Jul 6, 2026

Financial Planning

How to Become Financially Independent

Discover how to achieve financial independence with smart planning, disciplined saving, and intentional spending. Learn key strategies to build lasting financial freedom.

Peg Webb

Jun 27, 2026

Financial Planning

Planning a Wedding, Planning a Life

There’s a moment during almost every wedding-planning process when reality quietly taps couples on the shoulder.

Peg Webb

Jun 8, 2026

Financial Planning

View graduation as your financial commencement

Are you a recent graduate? Explore next steps to establish your financial future, including the role parents should play as guides instead of providers.

Peg Webb

May 11, 2026

Resources

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What Are RMDs and How Do You Take Them? 2026 Rules, Deadlines and Tax Planning Tips

What to Know Before Choosing an Executor Outside Your Family

Setting a Stress-Free Travel Budget

How to Become Financially Independent

Planning a Wedding, Planning a Life

View graduation as your financial commencement