Minimizing taxes in retirement is just as important as it is during your working life – but since the source of your income has changed, you need to deploy different strategies. We’ll take a look…
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The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be on tenuous ground. The equity markets, responding in part to a historically strong earnings season,…
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Long-term care insurance (LTCI) can play a helpful role in retirement planning – for some people. In general the coverage helps individuals cover the cost of services such as home health care, assisted living, and…
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We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell a story of the impact on the economy. Growth expectations are lower, inflation is higher…
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Social Security spousal benefits are one of the most valuable—and most misunderstood—features of the retirement system. For married couples, coordinating when and how each spouse claims benefits can mean tens or even hundreds of thousands…
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The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat, as investors likely began to lean…
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Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what you’re saving. Budgeting focuses on your outflows and can help you ensure you are meeting…
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January saw an increase in volatility, as geopolitical tensions centered around tariffs and the Trump administration’s increasing bellicosity about Greenland made headlines. The S&P 500 eked out a 1.45% positive return, keeping a three-year winning…
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When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different…
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What’s New in the 2026 Tax Season Tax season is officially open: the IRS began accepting and processing 2025 individual tax returns on January 26, 2026, and most taxpayers have until April 15, 2026 to…
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