This video provides a quick overview of the 2026 IRS contribution limit increases for workplace retirement plans and IRAs, including updated catch-up contribution amounts for eligible savers. It also explains why these changes matter and highlights key steps to help you review your retirement savings strategy and plan elections.

“Risk should never feel accidental. It must be intentional, understood, and appropriately compensated.”

“A film festival can be the backbone of a unique family vacation, since so many are in scenic locations.”

“Digital clutter and documents build up gradually over time, but they can usually be organized in a few focused sessions.”

“Think of muscle as a form of functional wealth. Like financial capital, it compounds with consistent investment, and, after age 50, the stakes rise.”

Q: How will divorce affect my taxes and filing status?

Q: There’s an old saying that “the best investors are dead.” What does that mean?

Q: With so much uncertainty in the markets right now, how can I keep my financial plan on track without having to constantly change it.