With the July 4th holiday weekend and so much going on in the summer, you may have missed this. After months of negotiations, a new tax and spending bill was approved by Congress and signed into law [...]
Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing [...]
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House's tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced [...]
President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and what is urgent is seldom important.” This perfectly captures the challenges many investors face, since it often feels as if every breaking [...]
When people think about retirement planning, they often focus on IRAs, 401(k)s, and investment portfolios. But for many retirees, life insurance can play a strategic role, especially when it comes to navigating taxes. Whether you're considering a [...]
The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Israeli strikes on Iranian nuclear facilities and military targets began on June 13 and quickly led to retaliatory attacks. Then, on [...]
Imagine transitioning into retirement not as a sudden leap but as a gradual, comfortable glide. This approach, known as phased retirement, is gaining popularity. It allows people like you to reduce working hours over time, allowing a [...]
After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors rightly start [...]
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns about U.S. fiscal health. While many reports [...]
Imagine this: You check your retirement account and see a drop in value. Your stomach tightens. Thoughts race through your mind: Should I sell now before it gets worse? Is my retirement in danger? If you’ve ever [...]
