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, So Does the Pressure—Or [...]

By |2026-05-01T13:55:22-04:00May 1st, 2026|Retirement Blog, Weekly Update|0 Comments

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 |2026-03-24T10:11:43-04:00March 13th, 2026|Retirement Blog, Weekly Update|Comments Off on Supreme Court Tariff Ruling: Key Takeaways for Investors

Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.

By |2023-02-23T16:52:24-05:00March 2nd, 2023|Podcasts|Comments Off on Four Ways The SECURE Act 2.0 Might Impact You

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

By |2021-12-03T17:54:35-05:00July 1st, 2021|Podcasts|Comments Off on Not Your Father’s Retirement
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