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Helping You Better Understand Your Financial Needs & Investment Strategies
What Retirees Should Know About Their Income Tax
Retirement is a new phase of life, and so is your tax situation. Knowing what counts as income and how it’s taxed can make a [...]
Will Your Retirement Outlive You? The Real Risk of Longevity
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 [...]
The Fed Holds Rates, Here’s What That Means for Your Retirement
For the fourth time in a row, the Federal Reserve has decided to hold interest rates steady, keeping the federal funds rate at 4.25%–4.50%. On [...]
How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when [...]
“I Think I Have Enough Saved—Why Am I Still Worried?”
You’ve worked hard and saved diligently, and now you're in retirement or on the doorstep of it. You’ve run the numbers. You might even have [...]
“What Can I Do with $100K in Retirement?”
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: [...]
How Could the One Big Beautiful Bill Impact Taxes for Retirees?
The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is taxed, how much of their [...]
How the OBBB Could Affect Your Healthcare Situation
When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many retirees, Medicaid has historically been [...]
Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation's rising debt and interest payment [...]
