Betty J. Albitz, Inc.

01/12/2026

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...

01/05/2026

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

12/29/2025

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

12/22/2025

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

12/15/2025

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

12/08/2025

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 U.S. Markets Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged ...

12/01/2025

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

11/24/2025

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

The earlier you start pursuing financial goals, the better your outcome may be.

11/17/2025

Extended care refers to services needed by those who have a chronic illness or disability.

11/10/2025

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?