Weekly market commentary and financial planning perspectives from our team.
Delaying Social Security to 70 is smart for many, but four specific situations make claiming earlier the financially sound choice for pre-retirees.
Read more →A practical twelve-month checklist covering entity structure, QSBS, depreciation recapture, and charitable tools to reduce the tax bill on your business exit.
Read more →Equities posted their longest weekly winning streak since 2024 as strong earnings and a resilient jobs report outweighed Middle East volatility.
Read more →The gap between retirement and age 73 is often the lowest-tax window to convert IRA money to Roth, and most pre-retirees let it close unused.
Read more →The default 'taxable first' withdrawal rule leaves money on the table for many pre-retirees; here's how to sequence smarter across the low-income window before RMDs begin.
Read more →Owner-operators carrying most of their wealth inside the business face hidden concentration risk, and there are quiet ways to start diversifying long before a sale.
Read more →Record closes for the S&P 500 and Nasdaq capped a strong April as big-tech earnings and AI spending dominated the week.
Read more →For people within five years of retirement, having the right number is only half the planning. The other half is knowing what those dollars are for.
Read more →Stocks pushed to fresh records as an AI-led semiconductor melt-up offset a hot retail sales print and renewed pressure in oil. The Fed and big-tech earnings dominate the week ahead.
Read more →Two retirees with the same average return can end up in very different places. The difference is when the bad years show up.
Read more →Stocks posted broad weekly gains as easing Middle East tensions sent oil sharply lower and pushed the Nasdaq to a 13-session winning streak.
Read more →Business owners often chase a target sale price without defining what that number is meant to buy in the life that follows.
Read more →Stocks posted their best weekly gain since November as a hot CPI print was offset by tame core inflation, a fragile Iran ceasefire held, and the start of earnings season delivered upside surprises.
Read more →If you retire before 65, you need a plan for healthcare coverage that does not quietly blow up your budget or your tax strategy.
Read more →Equity markets posted their best weekly gain in four months as geopolitical de-escalation signals overshadowed ongoing trade policy uncertainty and rising recession concerns.
Read more →Most people spend decades learning to save but never practice spending. A retirement rehearsal can reveal gaps in your plan before they become problems.
Read more →Geopolitical tensions in the Middle East drove a broad selloff this week, pushing the Dow into correction territory and sending oil prices sharply higher.
Read more →High-earning couples often feel financially stuck despite strong incomes. Here's what's actually happening and what to do about it.
Read more →An oil shock from the Israel-Iran conflict, a hawkish hold from the Fed, and a hot PPI print combined to push stocks lower and yields higher into the weekend.
Read more →A buy-sell agreement is just one piece of the puzzle. Here's what business owners often miss when planning for the future of their company.
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