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Helping You Better Understand Your Financial Needs & Investment Strategies
Hidden Retirement Costs—What You Don’t Plan for Can Impact Your Finances
What exactly are “hidden costs” in retirement? Hidden costs are the expenses that don’t make it into your retirement spreadsheet—but still show up in real [...]
Why the Federal Reserve Works, And What It Means for Your Retirement
The Federal Reserve may seem distant or complicated, but its decisions ripple through everything from interest rates to inflation, and that may affect your retirement [...]
“I Think I Have Enough Saved—Why Am I Still Worried?”
You’ve worked hard and saved diligently, and now you're in retirement or on the doorstep of it. You’ve run the numbers. You might even have [...]
Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation's rising debt and interest payment [...]
What Retirees Should Know About Their Income Tax
Retirement is a new phase of life, and so is your tax situation. Knowing what counts as income and how it’s taxed can make a [...]
“What Can I Do with $100K in Retirement?”
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: [...]
The Fed Holds Rates, Here’s What That Means for Your Retirement
For the fourth time in a row, the Federal Reserve has decided to hold interest rates steady, keeping the federal funds rate at 4.25%–4.50%. On [...]
How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when [...]
How Could the One Big Beautiful Bill Impact Taxes for Retirees?
The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is taxed, how much of their [...]
