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 For many business owners, [...]
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 does not unfold exactly [...]
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles | March 27th, 2026 Market volatility has a way of getting everyone’s attention—usually at [...]
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 [...]
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 [...]
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 [...]
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate
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 Income — It’s About [...]
Presidential Wisdom For Your Retirement Plan
Presidents aren’t just leaders of a nation. They’re decision-makers who navigate uncertainty, make tough calls, and plan for the future. Today, we’re looking at how the leadership lessons of some of America’s greatest presidents can help you build a smarter, more secure retirement plan.
Most Americans Are Forced to Retire Early – Are You Ready?
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.
Happening Now: How Current Economic Shifts Could Affect Your Retirement
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.
