U.S. debt and market outlook took center stage this week as the national debt crossed $40 trillion, the 30-year Treasury yield touched a 19-year high, and the U.S. Treasury stepped in, doubling buybacks of long-dated debt to steady the selloff….
Read More
Why Comprehensive Retirement Planning Is About More Than Your Investment Portfolio
A strong investment portfolio is only one piece of retirement planning. Comprehensive retirement planning brings your investments together with income, taxes, healthcare, insurance and estate planning so each decision supports the same long-term goals. By coordinating these areas, you can…
Read More
What Does a Retirement Plan Actually Include?
A retirement plan is about much more than your investments. A complete retirement strategy connects how you want to live with your income, investments, taxes, healthcare, insurance and estate planning. Understanding how these pieces work together can help you identify…
Read More
HSA Retirement Planning: The Powerful Tax Tool You May Be Overlooking
HSA retirement planning can become increasingly important as you approach retirement, especially when you consider how healthcare expenses, taxes, Medicare, and your overall retirement income strategy may intersect. Yet many people still think of a Health Savings Account, or HSA,…
Read More
August 14, 2026 Market Recap & Outlook: Tame Inflation, Record Highs, a Hardening Stalemate. And the Consumer Sends a Warning.
For the August 14 2026 Market Recap, investors saw a week defined by easing inflation, record market highs, weakening consumer data, and continued uncertainty surrounding the Strait of Hormuz. Two benign inflation reports pushed September rate-hike odds below 40% and…
Read More
Medicare Open Enrollment 2026 Is Coming: 5 Ways to Prepare Now
Medicare Open Enrollment 2026 begins October 15, and while that may feel like plenty of time, preparing early can give you more time to organize your information, understand your current coverage, and identify questions you may want to address once…
Read More
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…
Read More
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,…
Read More
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…
Read More
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…
Read More