Kate Kelley, CFP, CLTC, WMCP President - Premise Financial Group

04/13/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

04/07/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

03/31/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

03/24/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

03/17/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

03/10/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://bit.ly/4ukcvJ5

02/24/2026

A provision that made student-loan forgiveness tax-free is expiring in 2026. It could put borrowers on the hook for thousands of dollars in taxes.

02/19/2026

Life insurance decisions can feel complicated—but they don’t have to be. Join us for an educational seminar featuring industry expert Bobby Samuelson and learn how different types of life insurance can support a broader financial strategy—so you can move forward with greater clarity and confidence.
Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/4qKnLeQ
Registration Code: 42322

02/17/2026

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize your retirement savings.

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

02/10/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/3ZZjA3I

02/03/2026

If the thought of tax season coming and possibly undergoing an IRS audit fills you with anxiety, you’re not alone. The fact is that audit anxiety is real. Here’s how you can help lessen the stress.

Tax audit anxiety can feel like a wild beast. Here’s how you can help tame it.