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 retirement planning is about [...]

By |2026-05-13T16:22:03-04:00May 15th, 2026|Retirement Blog, Weekly Update|Comments Off on The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact

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

Fore Your Retirement: What Golf Teaches Us About Financial Planning

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement.

By |2023-04-17T15:52:59-04:00April 20th, 2023|Podcasts|Comments Off on Fore Your Retirement: What Golf Teaches Us About Financial Planning
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