Giving to Charity in 2026? The Tax Rules Changed
Giving to Charity in 2026? The Tax Rules Changed—Here’s What Retirees Should Know Before Year-End By Scott Searles | October 16th, 2026 For many retirees, charitable giving isn’t simply [...]
Medicare Open Enrollment Is Almost Here
Medicare Open Enrollment Is Almost Here: 7 Things Retirees Should Review Before They Renew Anything By Scott Searles | October 9th, 2026 Medicare Open Enrollment begins October 15 and [...]
AI Can Answer Financial Questions, Should It Build Your Financial Plan?
AI Can Answer Financial Questions. But Should It Build Your Financial Plan? By Scott Searles | October 2, 2026 Artificial intelligence can do some remarkable things. It can explain [...]
The Estate Tax Cliff Disappeared.
The Estate Tax Cliff Disappeared. So Why Should Wealthy Families Keep Planning? By Scott Searles | Updated: September 25, 2026 For years, affluent families and their advisors were preparing [...]
Your 2027 Social Security Raise Is Coming Into Focus
Your 2027 Social Security Raise Is Coming Into Focus. But Will You Actually Feel Richer? By Scott Searles | September 18th, 2026 Social Security recipients will soon learn how [...]
5 Tax Decisions Retirees Should Review Before the End of 2026
Don’t Wait Until December: 5 Tax Decisions Retirees Should Review Before the End of 2026 By Scott Searles | September 11th, 2026 December gets most of the attention when [...]
Is Another Rate Hike Coming?
Is Another Rate Hike Coming? What Retirees Should Watch at the Fed’s September Meeting By Scott Searles | September 4th, 2026 For much of the past few years, investors [...]
The Best Financial Plans Usually Look Boring
The Best Financial Plans Usually Look Boring by Scott Searles | August 21st, 2026 Exciting stories get attention. A stock doubles. A startup becomes the next big thing. An [...]
You Sold the Business. Now What? Avoiding the “Second Mistake”
You Sold the Business. Now What? Avoiding the “Second Mistake” by Scott Searles | August 14th, 2026 Selling a business can feel like crossing the finish line after years—or [...]
Why August Is the Best Time to Start Year-End Financial Planning
Why August Is the Best Time to Start Year-End Financial Planning by Scott Searles | August 7th, 2026 As summer begins winding down, most people aren’t thinking about year-end [...]
