Category Archives: Tax Planning

August 7, 2026 Market Recap & Outlook: Payrolls Fall, Hike Odds Tumble, and the Market Soars. A Hormuz Deal Comes Into View.

The economy lost 23,000 jobs in July against forecasts for a gain of 80,000, the first decline since February, and traders slashed the odds of a September rate hike. Stocks staged their strongest week of the summer, with the S&P…

5 Signs It May Be Time to Work with a Financial Advisor

Retirement planning has changed dramatically over the past few decades. Previous generations often retired with a pension, Social Security benefits, and a relatively straightforward financial picture. Today, many Americans are responsible for building their own retirement savings, managing investment portfolios,…

July 31, 2026 Market Recap & Outlook: Fed Split, Treasury Yields Surge, Microsoft Earnings Lift Markets.

The July 31, 2026 Market Recap delivered one of the most eventful weeks of the year for investors. A rare 9-3 Federal Reserve vote kept interest rates unchanged but revealed growing disagreement among policymakers, while long-term Treasury yields climbed to…

One Year After the One Big Beautiful Bill Act: What Pre-Retirees and Retirees Should Know in 2026

One year ago, the One Big Beautiful Bill Act (OBBBA) became law, introducing one of the most significant federal tax overhauls in recent years. While much of the early attention focused on the legislation itself, the conversation has now shifted…

Aging in Place: Can Your Retirement Plan Support Staying Home?

For many Americans, retirement isn’t about finding a new place to live—it’s about continuing to enjoy the home they’ve already built. After years of creating memories, building equity, and becoming part of a community, it’s no surprise that many retirees…

Finding Purpose in Retirement: Five Ways to Make the Most of Your Time

For decades, finding purpose in retirement wasn’t the primary concern. Retirement planning often centered around one important question: “Will I have enough money to retire?” It’s an important question—but once retirement begins, many people discover another question deserves just as…

Mid-Year Retirement Checkup: 4 Financial Reviews to Help Keep Your Retirement Plan on Track in 2026

The halfway point of the year is an excellent opportunity to pause, reflect, and evaluate your financial progress with a mid-year retirement checkup. Just as an annual physical helps monitor your health, a mid-year retirement checkup can help determine whether…

RMDs in a Volatile Market: Strategies to Maximize Returns

Market volatility has a way of testing even the most disciplined investors. For retirees, that pressure is amplified by a simple reality: regardless of what the market is doing, Required Minimum Distributions (RMDs) are not optional. The IRS requires you…