Estate Tax Exemption 2026 Changes: Why Planning Still Matters

 By Paul BullockFederal estate tax exemptions are changing in 2026 following the passage of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. This legislation replaces

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College Faculty and 403(b) Investment Plan Advice: Maximizing Your Retirement Savings

By Paul BullockAs a college faculty member, your passion lies in teaching and shaping the future. However, when it comes to planning for your own financial future, the

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HSA: Benefits and Tax Advantages of a Health Savings Account

By Paul Bullock Health savings accounts (HSAs) have steadily risen in popularity, emerging as a robust solution to help with rising healthcare costs and their other financial planning

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Mastering Retirement Budgeting: 3 Key Strategies to Safeguard Your Savings

By Paul Bullock After the past few years being marked by unprecedented change and unpredictability, the idea of retirement may seem more appealing than ever. Throughout this difficult

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Healthy Finances for Healthy Lives: The Urgency of Retirement Planning in Healthcare

By Paul Bullock As healthcare professionals continue to grapple with the ongoing aftermath of the global pandemic, many are likely yearning for a peaceful and tranquil retirement. Unfortunately,

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Simplify Your Finances: The Two Most Important Money Lessons

By Paul Bullock If I were asked to distill all the complexities of personal finance into just one essential lesson, it would be like trying to fit an

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Striking the Right Balance: Assessing Risk Levels in Your Investment Portfolio

By Paul Bullock In today’s economic landscape filled with troubling news, such as rising interest rates and a volatile stock market, it’s understandable to feel like our world

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You’ve Inherited Money, Now What Should You Do?

By Paul Bullock It’s not uncommon for people who inherit large sums of money to feel unsure about how to handle their newfound wealth. Receiving thousands or millions

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The Real Cost of DIY Investing

By Paul Bullock and Gregory Renn, CFP® Investing has never been more accessible to the average person than it is today. With the advent of online trading platforms

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5 Things Physicians Must Know to Plan for Retirement

By Paul Bullock and Gregory Renn, CFP®Are you a physician wondering why, despite earning a high income, you’re not building wealth? You’re not alone. Many doctors struggle with

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