Resources

In the retirement red zone? Learn how to maximize benefits, build a smart income plan, and avoid costly mistakes in your final working years. Bruce and Peg share winning strategies inspired by football’s best.

Laid off at 60? Learn smart financial and career strategies to navigate job loss near retirement. Explore budgeting tips, new career paths, and retirement planning advice.

Learn how to allocate your savings across tax-advantaged, tax-deferred, and taxable accounts. Discover strategies to optimize taxes and improve retirement income flexibility.

It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales. First, people want to save money by reducing the amount they’re paying in interest. If you have a $200,000, 15-year mortgage with a 5% interest rate, you’ll pay more than $80,000 in interest payments. By paying off the mortgage as quickly as possible, there is a quantifiable financial benefit you’ll earn.

Learn how to gift money to your children for Roth IRA contributions without triggering gift taxes. Discover IRS rules, contribution limits, and smart strategies.