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Monday, August 17, 2026

A year-end bonus created a surprise tax problem, but with strategic planning, one professional used legal tax strategies to reduce exposure, improve flexibility, and make smarter long-term financial decisions.

Thursday, August 13, 2026

A couple nearing retirement avoided a costly Roth conversion mistake by using smarter bridge-year tax planning to reduce future taxes, protect flexibility, and build a stronger long-term retirement strategy.

Friday, August 7, 2026

Should you keep your rental property when you retire, sell it, transfer it to your children, or use it to create retirement income? That question can feel simple at first, but it often touches many aspects of estate and financial planning.

Tuesday, August 4, 2026

Many retirees unknowingly fall into costly tax traps. Drawing on Greg DuPont's book The Retirement Tax Trap, this article reveals smart strategies to reduce lifetime taxes and preserve more of your wealth.

Monday, August 3, 2026

Your Social Security claiming age permanently sets your monthly benefit. It's a lifelong, inflation-adjusted income floor, not a timing bet. For married couples, it also shapes the survivor's future income

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Friday, July 31, 2026

The years between retirement and required minimum distributions offer a rare tax-planning window. Learn how strategic Roth conversions and income timing can lower lifetime taxes and help preserve more of your wealth.

Thursday, July 30, 2026

A charitable transfer from an IRA can satisfy required distributions while reducing taxable income. When structured properly, it supports giving goals and can improve tax efficiency in retirement.

Wednesday, July 29, 2026

Estate tax and income tax on inheritance are different. Estate tax may apply before assets are passed on, while income tax depends on what is inherited and how it generates future taxable income.

Monday, July 27, 2026

A parent’s unplanned long-term care need can become an adult child’s financial burden through caregiving, lost income, reduced retirement savings, and direct out-of-pocket costs.

Wednesday, July 15, 2026

In this article, you'll learn: Why estate liquidity matters even when net worth is substantial, How premium financing is used in estate planning strategies, Where business owners and real estate investors often encounter planning challenge

Monday, July 6, 2026

For married couples, the higher earner's Social Security claiming age permanently sets the surviving spouse's lifelong income floor. That makes it a joint-life decision, not just a personal one. Learn what's at stake and how to plan wisely.

Wednesday, July 1, 2026

You may have investments, but that doesn’t always mean you have a retirement strategy.

Wednesday, June 3, 2026

Saving money and using money are not the same job, and the strategy that helped you build your retirement accounts may not be the strategy that helps you live from them.

Thursday, May 28, 2026

This article explains what hybrid life/LTC products are, how they work, their tax implications, and how they compare to traditional standalone long-term care insurance.

Wednesday, May 20, 2026

In this article, you’ll learn: When retirement accounts may create larger tax bills for heirs How required withdrawals can exacerbated losses during retirement What to review after major life changes like widowhood or retirement

Friday, May 15, 2026

For some households, self-insuring is a sound choice. For others, it creates hidden risk that does not appear until care is needed.

Friday, April 24, 2026

One of the most crucial aspects of retirement planning is the alignment of income strategy with lifestyle.

Friday, April 17, 2026

Many individuals find themselves unprepared for the financial realities that accompany this new stage. One of the most significant pitfalls that can derail a well-planned retirement is the mismanagement of taxes.

Tuesday, April 14, 2026

An underutilized tool in the fight to grow, protect and transfer assets is the single premium life insurance policy.

Monday, April 6, 2026

Have you heard about private credit and how it’s shaping today’s markets? Greg explains how this sector has grown into a multi-trillion-dollar force and why recent events are raising concerns.

Wednesday, April 1, 2026

Many individuals, influenced by the financial-industrial complex, become entrapped in a cycle of seeking higher returns without fully understanding the implications of their investment choices.

Wednesday, March 25, 2026

The concept of "thinking differently" transcends mere financial strategies; it embodies a holistic understanding of how various factors—financial, tax, and estate planning—intersect to create a comprehensive retirement plan.

Wednesday, March 18, 2026

At the heart of DuPont's advice is the notion that clarity is the first step toward overcoming the dis-ease that often accompanies the transition into retirement.

Wednesday, March 4, 2026

Now that we're well into 2026 and have had ample time to reflect, there's some lessons to be learned. The most valuable lessons come from stepping back and observing the structural trends beneath the noise.

Thursday, February 19, 2026

To avoid surprises, it is crucial to have a comprehensive retirement income plan that encompasses not only financial but also tax and estate planning.

Wednesday, February 11, 2026

The One Big Beautiful Bill Act is a massive piece of legislation that creates distinct winners and losers. It rewards business investment and simplifies estate transfer for the wealthy, but it complicates deductions for high-income earners

Thursday, February 5, 2026

If you have a 401(k), you've unknowingly make a deal with the IRS. You've promised to pay tax later and to let the IRS decide how much tax they take in your most vulnerable moment — retirement.

Tuesday, January 6, 2026

A new retirement resource from Ed Slott and company.

Wednesday, July 30, 2025

People treat the 4% rule like a strategy when it’s really just a benchmark. They plan their future around a number, rather than incorporating a comprehensive system.

Monday, June 30, 2025

With the U.S. national debt surpassing $34 trillion, tax rates are poised to rise dramatically. The government isn’t running a charity—it will need to refill its coffers, and your retirement accounts are a prime target.

Wednesday, June 25, 2025

Families need to be thinking about comprehensive estate and financial planning. Because what's the point of setting up a legacy plan if the legacy is eroded away by taxes and other retirement expenses, like long-term care?

Wednesday, June 12, 2024

These next 15 years will likely be a period of significant transformation, one where the outcomes are uncertain but the implications are vast. Learn how to update your retirement strategies amid uncertain times.

Thursday, May 16, 2024

Medicare is a complex and essential aspect of retirement planning. Navigating its intricacies can be overwhelming, but with the right guidance, it can become manageable.

Monday, April 22, 2024

Retirement is more than just financial planning. It's about rediscovering your identity and purpose, managing your energy and crafting the next exciting chapter of your life.

Tuesday, March 26, 2024

Tracey Spikes of SMART Advisor Network and Adam Carroll of The Shred Method shine light on innovative strategies that promise to guide individuals towards not just freedom from debt but a secure financial future.

Tuesday, February 20, 2024

Certified Financial Planner and Lawyer, Gregory DuPont was recently a featured guest on 'Break Through With Lisa Nichols!'. DuPont shared his March to a Million commitment to positively impact one million families.

Monday, February 12, 2024

In this article, we'll take a look at what happened in 2023 and why, and what the experts are forecasting for 2024.

Wednesday, January 24, 2024

In this blog, we'll shed some light on the history of indexes and the role they play in modern financial planning. So, fasten your seatbelts as we embark on a journey to demystify the intriguing world of financial indexing.

Wednesday, December 20, 2023

Unless Congress acts, many of the changes implemented in the TCJA are scheduled to “sunset” on December 31, 2025. At that time, rates will revert to pre-2017 levels. Learn how to prepare yourself now.

Wednesday, November 15, 2023

With the 2024 tax year on the horizon, it's never too early to start thinking about your taxes.

Wednesday, October 11, 2023

Sometimes, a picture tells a thousand words, and this chart of the M1 money supply certainly does just that.

Wednesday, October 4, 2023

There are two main approaches to investing: active and passive. Investors tend to align themselves with one strategy or the other, often finding themselves at opposing ends of the investment spectrum. So, what’s the difference?

Wednesday, September 27, 2023

To safeguard your financial well-being, exercise caution and refrain from sharing sensitive passwords or account information over the phone.

Friday, March 17, 2023

Are you getting ready to retire? If so, congratulations! Retirement is an exciting and rewarding milestone in life. But it can also be a daunting transition. Many retirees face financial, mental, and physical challenges that they never...

Tuesday, March 14, 2023

4 Things To Do With Old 401(k)sAccording to the Bureau of Labor Statistics, the average American changes jobs every 4.2 years. As you move on to new opportunities, it’s important to not forget about your old 401(k) or 403(b)....

Thursday, December 1, 2022

How to Help Your Parents Transition into Assisted LivingAs they age, our parents may need some help with daily tasks. If an elderly loved one becomes unable to take care of themselves due to physical or mental impairment, it might be...

Tuesday, October 18, 2022

How to Prepare Your Child for CollegeThe United States has long been known as a world leader in education. Our universities are some of the best in the world, and our public school system is also highly regarded. Because of the...

Wednesday, October 5, 2022

Many retirees are finding that starting a business is the perfect way to stay active and engaged after leaving their full-time job. Staying afloat and being financially secure during retirement is a must for us to survive in this world...

Thursday, September 15, 2022

How to Minimize the Impact of Income Taxes on Your FinancesNo one likes to pay taxes, but they are a necessary part of life. The good news is that there are ways to mitigate the impact of income taxes on your finances. In this blog, we...

Thursday, September 1, 2022

How to Defer and Reduce Capital Gains Taxes on InvestmentsThe federal deficit is at an all-time high, and the government needs to find new ways to raise revenue. One of the main ways they do this is to increase taxes. In fact,...

Tuesday, August 16, 2022

What Are My Long-Term Care Options?Many people equate the term ‘long-term care’ with being in a nursing home. However, there are many different forms of long-term care including assisted living, at-home care, and care in...

Thursday, July 28, 2022

5 Questions to Ask Your Financial Advisor Before a RecessionWhile the U.S. is not currently in a recession, it is a very likely future. This is rightfully making many families feel nervous. The U.S. has not faced a serious recession...

Friday, July 22, 2022

3 Things Pre-Retirees Must Know About Cryptocurrency InvestmentsA good retirement investment portfolio should have diversity in asset classes in order to mitigate risk. One way many pre-retirees are diversifying their assets is by...