With the passage of “The One Big Beautiful Bill” on July 4 th , 2025, you are most likely wondering two things: 1.) what’s in it and 2.)...

Labor Day – the unofficial end of summer. A new month – and a refreshing change of season to look forward to. This is also a good time to...

If you’re thinking of retiring soon, you’re probably wrestling with a couple of big questions. One is, “Do I have enough money to...

The financial markets have become dependent on good news from tech companies and the enormous promise that artificial intelligence brings...

If you're following along with our series on the Seven Steps to a Successful Retirement , welcome to Step Three – an essential part of...

A positive update last week shows inflation held steady last month – which keeps an interest rate cut on the table when the Fed meets...

In the first post of this series, we focused on creating a clear and inspiring vision  of what your retirement could look like. Now, in...

The Federal Reserve recently voted to keep short-term interest rates where they are, but a rate cut seems increasingly likely when...

What retirees fear most - and why they might be right Show notes: Today’s retirees say they are seriously worried about running out of...

We roll into August with the same doubts and worries that have dogged investors all year – but the numbers continue to show a resilient...

When most people think about retirement, their minds go straight to money: savings, investments, and income streams. But before you...

Investors, taxpayers, retirees, CPAs, and the financial markets are all digesting the potential impact of some big new tax legislation...

Did you know that 40% of Americans fear retirement more than death? Why do they fear it? Retirement is the intersection of a lot of...

We enter the second half of 2025 with more questions than we had when the year began – but the financial markets seem to have everything...

Health, wealth, and the new retirement mindset Show notes: I’ve got some good news today... to help you cover the cost of staying healthy...

As we approach the celebration of our nation’s independence this week, the financial markets seem to have calmed down a bit. Investors...

Years ago, Tammy and I were winding up a seven-day ocean cruise through New England and Canada. We’d had a great time on our trip:...

First it was tariffs, now the prospect of another war in the Middle East. Current events and political drama are distracting investors...

Saving and investing for retirement Show notes: So... you’re still working right now... but you see retirement getting closer all the...

Do you ever wonder how some people are able to retire without a financial care in the world – while others never even get the option to...