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1806, 2026

What the Markets Have Taught Retirees So Far in 2026

By |June 18th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , |0 Comments

What the Markets Have Taught Retirees So Far in 2026 By Scott Searles  |  June 19th, 2026 If the first half of 2026 has taught [...]

1206, 2026

Selling Your Business in an Uncertain Tax Environment

By |June 12th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , , , |0 Comments

Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles  |  June 12, 2026 [...]

506, 2026

Retirement Wasn’t Supposed to Look Like This: Planning for Retirement as a Single Woman

By |June 5th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , |Comments Off on Retirement Wasn’t Supposed to Look Like This: Planning for Retirement as a Single Woman

Retirement Wasn't Supposed to Look Like This: Planning for Retirement as a Single Woman By Scott Searles  |  June 5, 2026 For many women, retirement [...]

2905, 2026

Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

By |May 29th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , |Comments Off on Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

Are You on Pace for an Unexpected Medicare IRMAA Surcharge? By Scott Searles  |  May 29th, 2026 Many affluent retirees are surprised to learn that [...]

2205, 2026

The Biggest Risk to Your Retirement Plan Isn’t the Market, It’s Decision Fatigue

By |May 22nd, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , |Comments Off on The Biggest Risk to Your Retirement Plan Isn’t the Market, It’s Decision Fatigue

The Biggest Risk to Your Retirement Plan Isn’t the Market, It's Decision Fatigue By Scott Searles  |  May 22nd, 2026 Too Many Choices, Not Enough [...]

1505, 2026

The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact

By |May 15th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , |Comments Off on The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact

The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact By Scott Searles  |  May 15th, 2026 There’s a common assumption that [...]

805, 2026

Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing

By |May 8th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , |Comments Off on Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing

Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing By Scott Searles  |  May 8th, 2026 The Wrong Question Most Retirees [...]

105, 2026

Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families

By |May 1st, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , |Comments Off on Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families

Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families  by Scott Searles  |  May 1st, 2026 When the Deadline Disappears, [...]

1604, 2026

Private Equity Payouts: How to Avoid a Surprise Tax Bill

By |April 16th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , |Comments Off on Private Equity Payouts: How to Avoid a Surprise Tax Bill

Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It [...]

1004, 2026

What Your 2025 Tax Return Reveals About Your Retirement Plan

By |April 10th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , , |Comments Off on What Your 2025 Tax Return Reveals About Your Retirement Plan

What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles  |  April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. [...]

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1806, 2026

What the Markets Have Taught Retirees So Far in 2026

By |June 18th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , |0 Comments

What the Markets Have Taught Retirees So Far in 2026 By Scott Searles  |  June 19th, 2026 If the first half of 2026 has taught [...]

1206, 2026

Selling Your Business in an Uncertain Tax Environment

By |June 12th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , , , |0 Comments

Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles  |  June 12, 2026 [...]

506, 2026

Retirement Wasn’t Supposed to Look Like This: Planning for Retirement as a Single Woman

By |June 5th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , |Comments Off on Retirement Wasn’t Supposed to Look Like This: Planning for Retirement as a Single Woman

Retirement Wasn't Supposed to Look Like This: Planning for Retirement as a Single Woman By Scott Searles  |  June 5, 2026 For many women, retirement [...]

2905, 2026

Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

By |May 29th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , |Comments Off on Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

Are You on Pace for an Unexpected Medicare IRMAA Surcharge? By Scott Searles  |  May 29th, 2026 Many affluent retirees are surprised to learn that [...]

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