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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
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 [...]
Understanding the Impact of US Bond Rating Decrease on Investments and Your Retirement
Understanding the Impact of US Bond Rating Decrease on Investments and Your Retirement As the global economic landscape undergoes constant fluctuations, one of [...]
Stuck in a High Tax Bracket? Try These Reduction Strategies
Stuck in a High Tax Bracket? Try These Reduction Strategies Let’s talk about tax brackets. They aren’t straight across the board but graduated [...]
The 2022 Hidden Taxes that Could Impact Your Checkbook
The 2022 Hidden Taxes that Could Impact Your Checkbook A combination of rising wages and inflation is threatening to push some taxpayers into higher tax brackets this year, which [...]
Making the Most of Your HSA
Making the Most of Your HSA July 6, 2022 The average couple retiring today needs a whopping $315,000 to cover the cost of [...]
Does Your Credit Score Matter After Age 50?
Does Your Credit Score Matter After Age 50? We’ve all seen the commercials for checking your credit score, and some even talk about [...]
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What the Markets Have Taught Retirees So Far in 2026
What the Markets Have Taught Retirees So Far in 2026 By Scott Searles | June 19th, 2026 If the first half of 2026 has taught [...]
Selling Your Business in an Uncertain Tax Environment
Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles | June 12, 2026 [...]
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 [...]
