Read Our Articles
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 [...]
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. [...]
Roth Conversions in a Volatile Market: Opportunity or Risk?
Roth Conversions in a Volatile Market: Opportunity or Risk? By Scott Searles | April 10th, 2026 Market declines tend to trigger two reactions: concern and [...]
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles | March 27th, 2026 Market volatility has a way of [...]
Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility
Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility Retirement used to be a 10–15 year chapter. For many families [...]
Supreme Court Tariff Ruling: Key Takeaways for Investors
Supreme Court Tariff Ruling: Key Takeaways for Investors by Scott Searles | March 13th, 2026 After nearly a year of trade policy uncertainty, the Supreme [...]
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts [...]
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate By Scott Searles | February 27th, 2026 Retirement Isn’t Just About [...]
What happens if the government shuts down this week?
What happens if the government shuts down this week? Well with all the defunction in Washington now a days, it is not that [...]
Navigating Retirement: Words of Wisdom from Those Who’ve Been There
Navigating Retirement: Words of Wisdom from Those Who've Been There Retirement marks a significant milestone in life, a time to bid adieu to [...]
Read Our
Articles
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 [...]
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 [...]
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 [...]
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 [...]
