Feb 26, 2020

Congress recently changed the rules for retirement savers. But will those rules help you save more money for retirement – or just suck more dollars out on the back end? This week, Jon explains the pros & cons of the new law. Drop us an e-mail with your questions at 

Feb 19, 2020

No, there’s no cake or celebration…but this week, Jon marks the 107^th anniversary of the federal income tax with a mini history lesson on tax rates. Find out more about where we’ve been and where we might be headed in the future! Drop us an e-mail with your questions at 

Feb 12, 2020

A new survey finds Americans are more satisfied with their personal finances today than they have been for the last decade, with one glaring exception – taxes! Jon discusses why that’s the case, and how to take more control over taxes in retirement. Drop us an e-mail with your questions at