JD's Tax-Smart Wealth Management

09/02/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

09/01/2026

A strong retirement plan isn’t just about the number on a statement. It’s about what that money can support, both now and years from now.

Here’s a closer look at why helping protect purchasing power and planning for volatility matters as retirement

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

08/31/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

08/30/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

08/29/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

08/28/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

08/27/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

08/26/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

08/25/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

08/24/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.