You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the
Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where
