Cecil & Eady Investments

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?