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Blogs by John

April 2025 Tariffs: How They’re Reshaping the Economy—and What You Should Do Now
On April 2, 2025, the U.S. entered a new era of trade policy with the announcement of sweeping tariffs by President Trump. Nicknamed “Libera
John A. White
15 hours ago4 min read
4 views
0 comments


Why Economists Say Claiming Social Security at 62 Could Be a Costly Mistake
One of the biggest questions facing future retirees is: When should I claim Social Security? While 62 seems appealing, especially with the a
John A. White
Apr 12 min read
7 views
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You’ve Moved On. But Your Old 401(k) Hasn’t.
Let’s be honest—dealing with an old 401(k), 403(b), or 457 from a previous job is one of those financial tasks that’s easy to put off. It’s
John A. White
Mar 253 min read
8 views


When Should You Claim Social Security? Here’s What You Need to Know
Planning for retirement is exciting, but it also comes with big decisions—one of the biggest being when to claim Social Security. Should you
John A. White
Mar 183 min read
10 views


Debunking the Biggest Tax Myths: What You Need to Know Before Filing
Tax season is here, and with it comes a flood of misinformation that could be costing you money. Many people believe tax myths that lead to
John A. White
Mar 42 min read
8 views


Is Indexed Universal Life Insurance Right for You? Growth Potential, Tax Perks & Key Considerations
Life insurance is often thought of as just a safety net for your loved ones, but what if it could also help you build wealth? Indexed Univer
John A. White
Mar 42 min read
4 views
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Annuities for a Secure Retirement: Understanding Guaranteed Income and Tax Benefits
Explore how annuities provide guaranteed income, tax benefits, and peace of mind for a secure and stable retirement.
John A. White
Feb 253 min read
6 views

The Hidden Costs of Retirement Healthcare: How to Prepare and Protect Your Savings
When most people think about retirement, they focus on building a nest egg for travel, hobbies, and family time.
John A. White
Feb 183 min read
7 views
0 comments

Why a Financial Checkup is Just as Important as a Health Checkup
We all understand the importance of an annual health checkup. We visit the doctor to ensure everything is running smoothly, identify any pot
John A. White
Feb 114 min read
7 views
0 comments


401(k) Super Catch-Up in 2025: Maximize Retirement Savings with This New Rule! 💰
Retirement planning just got a big boost! If you're between ages 60 and 63, a new 401(k) Super Catch-Up contribution option rolling out in 2
John A. White
Feb 43 min read
2 views
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Avoid These Costly Retirement Planning Mistakes: Expert Insights for a Secure Future
Retirement planning can often feel overwhelming, with many decisions to make and potential pitfalls to avoid. Whether you’re just starting t
John A. White
Jan 283 min read
4 views
0 comments


Essential Retirement Planning Tips for Gen Xers: Secure Your Financial Future Now
Retirement planning isn’t just about saving—it’s about strategy, timing, and understanding the financial tools available to secure the futur
John A. White
Jan 153 min read
12 views
0 comments

Major Changes Coming? Here’s What Trump’s Policies Mean for Your Retirement
With the 2024 election cycle in full swing, many retirees and future retirees are wondering how Trump’s proposed policies could impact Socia
John A. White
Jan 153 min read
30 views
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The Social Security Fairness Act Explained
The Social Security Fairness Act has sparked significant conversations across the nation, especially among public servants like teachers, fi
John A. White
Jan 72 min read
9 views
0 comments

Health Savings Accounts: Your Guide to Triple Tax Advantages and Retirement Security
Health Savings Accounts (HSAs) are gaining traction as one of the most powerful tools for financial planning, offering unparalleled tax bene
John A. White
Dec 30, 20242 min read
9 views
0 comments

Avoiding Retirement Regrets: Five Lessons for a Fulfilling Life After Work
Have you ever envisioned yourself, decades from now, reflecting on your life from a cozy porch? It’s a poignant thought that brings into foc
John A. White
Dec 26, 20243 min read
9 views
0 comments

Smart Ways to Use Your RMDs in Retirement: A Comprehensive Guide
When you reach age 73, Required Minimum Distributions (RMDs) from your retirement accounts—like IRAs and 401(k)s—come into play. While some
John A. White
Dec 16, 20243 min read
13 views
0 comments

Big 401(k) Changes Coming in 2025: What You Need to Know
As 2025 approaches, significant changes to 401(k) plans are on the horizon, thanks to updates from the SECURE 2.0 Act. These changes can hav
John A. White
Dec 16, 20242 min read
4 views

Financial Planning for Marriage and Divorce: What You Need to Know
Marriage and divorce are two of life’s biggest decisions, each carrying significant emotional and financial implications. While love and par
John A. White
Dec 16, 20242 min read
7 views
0 comments

5 Key Strategies to Protect Your Retirement from Sequence of Returns Risk
Sequence of returns risk refers to the order in which your investment gains and losses occur. While the average return over time might seem
John A. White
Dec 10, 20243 min read
8 views
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