November isn’t just about turkey, travel and Black Friday — it’s your financial checkpoint. Review goals, lock in tax moves, and get ready for 2026 before year-end chaos sets in.

Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

The news of Congress limiting Roth IRA conversions and eliminating Backdoor Roth? Never mind (for now).

Reconcile tax planning strategies for the current year while positioning for the year ahead.

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.

CARES Act legislation impacting 2020 tax laws, provisions and deadlines.