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5 Year-End Tax Moves Every Pre-Retiree Should Consider Before December 31, 2025
If you’re within five to ten years of retirement, year-end planning can protect more of what you’ve earned. 2025 comes with real deadlines, contribution caps, Required Minimum Distribution (RMD) timing,
Read moreGovernment Shutdowns and Your Portfolio: What Actually Matters
Government shutdown headlines can rattle nerves, especially if you’re retired or getting close. But here’s what the data shows: markets have handled shutdowns pretty well historically. We’ll walk you through
Read morePlanning for Retirement: How to Build Confidence, Clarity, and Peace of Mind
For many people, the word “retirement” sparks mixed emotions. Excitement, because the thought of enjoying life without work obligations is appealing. Anxiety, because it can feel uncertain — will
Read moreFed Rate Cuts and Their Impact on Long-Term Investment Strategy
The investment adage “don’t fight the Fed” emerged in the 1970s and remains increasingly relevant today. This concept emphasizes that Federal Reserve monetary policy choices can significantly influence markets and
Read moreBuilding Financial Confidence in Uncertain Times: Why a Fiduciary Approach Matters
Financial markets have always had ups and downs, but the past few years have felt especially turbulent. Inflation, rising interest rates, stock market swings, and global uncertainty can make even
Read moreHow the Large Movement of Money Between Generations Creates Planning Opportunities
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This quote from former United States Surgeon General C. Everett Koop highlights what many people
Read moreUnderstanding Jobs and Mixed Economic Signs
Many investors look at past data even though they know the future matters most. Recent economic reports, which show what already happened, have made some investors and government officials worry
Read moreStock Market Hits New Highs in August Despite Policy Worries
Stock markets reached record highs in August, and bonds also helped investors make money. This happened even though there were ongoing concerns about tariffs, Federal Reserve independence, and technology company
Read moreMid-Course Corrections: Keeping Your Business on Track
Back in the Apollo days, astronauts didn’t just push a button and coast to the Moon. Even with all the math and planning, they had to make “mid-course corrections”—tiny engine
Read moreStrategies for Building Inflation-Resistant Investment Portfolios
Natural disasters come in many forms – some strike suddenly like earthquakes, while others gradually wear away foundations like erosion. Both require thoughtful preparation and protective strategies. Financial challenges follow
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