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Retirement contribution limits are higher in 2026—but some new rules come with them. Brendan walks through the key updates in the first Coffee with Waymark  of the year. Find out: the new 401(k) contribution limits for 2026 why ages 60–63 can contribute even more how much you can gift tax-free in 2026 what the new catch-up rules mean for you  Hey, thanks for joining me on the first 2026 Coffee with Waymark. Today we're gonna talk about the changes that have been made to contr

Is retirement on your horizon in the next five to ten years? Ask yourself these five important questions to be sure you stay on track.

Discover the not-so-boring side of Health Savings Accounts in our latest episode of Coffee with Waymark.

Afraid to retire even though you can afford to? Being financially prepared doesn’t mean it’s easy. Here’s how to overcom retirement fears.

Discover a new perspective on retirement. It's not about slowing down, but embracing endless possibilities and living life with purpose.

Learn how semi-retirement allows you to maintain some level of professional engagement while embracing flexibility.

Find out how to navigate the complexities of IRMAA and make the most of your Medicare benefits with professional tips and strategies.

Generating reliable income key to financial security and a fulfilling retirement.

Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.

Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.

Downsizing your home prior to retirement can free up cash while letting you keep your independence as you age.

A textbook retirement in your early 60s where you live a life of leisure while drawing a company pension is not realistic in today’s world.

More women than ever are living independently. Here’s what every woman should know when flying solo into retirement.

Brendan discusses the differences between Roth and traditional IRAs and what investors should know about each type of account.

These common retirement myths can lead to confusion and costly mistakes. Get the truth about them here.

Ensuring your credit is strong before retirement is wise. Here’s how you can build and maintain a good credit score.

When planning for retirement, it’s just as important to focus on your health and happiness as it is on your finances.

It’s important to review your Social Security statement for both accuracy and planning purposes, and doing so online is fast and easy.

Automating your retirement savings can be the difference between getting it done and just wishing you had.

The best way to avoid the common regret of not having enough money saved for retirement is by planning and boosting your savings today.