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 today, it may last [...]

By |2026-03-24T10:17:20-04:00March 20th, 2026|Retirement Blog, Weekly Update|Comments Off on Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility

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 Court's ruling that recent [...]

By |2026-08-05T09:04:41-04:00March 13th, 2026|Retirement Blog, Weekly Update|Comments Off on Supreme Court Tariff Ruling: Key Takeaways for Investors

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 retirement plan contribution limits [...]

By |2026-07-21T14:21:38-04:00March 6th, 2026|Retirement Blog, Weekly Update|2 Comments

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 surprising that we have [...]

By |2023-09-29T07:54:41-04:00September 28th, 2023|Retirement Blog|Comments Off on What happens if the government shuts down this week?

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 the working world and [...]

By |2023-08-17T17:20:33-04:00August 17th, 2023|Retirement Blog, Weekly Update|Comments Off on Navigating Retirement: Words of Wisdom from Those Who’ve Been There

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 the most recent developments [...]

By |2023-08-02T15:58:34-04:00August 2nd, 2023|Retirement Blog, Weekly Update|Comments Off on Understanding the Impact of US Bond Rating Decrease on Investments and Your Retirement

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 based on income, meaning [...]

By |2022-08-03T14:11:38-04:00August 3rd, 2022|Retirement Blog, Weekly Update|Comments Off on Stuck in a High Tax Bracket? Try These Reduction Strategies

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 means you could owe more to [...]

By |2022-08-03T14:04:00-04:00July 20th, 2022|Retirement Blog, Weekly Update|Comments Off on The 2022 Hidden Taxes that Could Impact Your Checkbook

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 health care throughout their [...]

By |2022-07-06T16:20:04-04:00July 6th, 2022|Retirement Blog, Weekly Update|Comments Off on Making the Most of Your HSA
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