Retirement, Taxes, Investing 3 min read. The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances Dennis Coon Jul 8, 2025 7:45:00 AM Congress recently passed a major tax and spending bill that President Trump signed into law on July... Read more
Markets 2 min read. Second Quarter Market Recap: Trade Policies, Global Events, and Record Highs Dennis Coon Jul 7, 2025 2:20:28 PM The second quarter of 2025 showed how strong markets can be, even when there's uncertainty. From... Read more
Lifestyle, Retirement 2 min read. Planning for the Retirement You Actually Want Dennis Coon Jun 25, 2025 10:11:54 AM For some, retirement is a long-awaited reward. A chance to trade meetings and deadlines for travel... Read more
Estate Planning 2 min read. Understanding the Importance of a Power of Attorney in Estate Planning Staff writer Jun 24, 2025 9:26:35 AM At some point in life, most of us will need help managing our affairs—whether due to illness,... Read more
Retirement Income, Retirement, Investing 2 min read. Avoid This Common Retirement Mistake: Overly-Conservative Investing Staff writer Jun 18, 2025 10:28:39 AM It may seem odd to think of your investment portfolio as a neglected area of retirement, but it can Read more
Investing 2 min read. How Companies Reward Shareholders: Dividends, Buybacks, and Splits Dennis Coon Jun 17, 2025 11:59:21 AM The financial media regularly highlights announcements like: Read more
Taxes 1 min read. Navigating Taxes in Retirement: What You Need to Know Staff writer Jun 11, 2025 2:05:59 PM If there’s one area of retirement that often gets dumped into the “I’ll think about it when I have... Read more
Estate Planning 2 min read. Choosing Your Beneficiaries: Key Considerations for Estate Planning Staff writer Jun 10, 2025 10:27:03 AM Designating your beneficiaries is a retirement topic that often slides to the bottom of the pile —... Read more
Lifestyle, Retirement 2 min read. Unexpected Expenses Staff writer Jun 4, 2025 9:54:00 AM Benjamin Franklin once said, “Beware of little expenses. A small leak will sink a great ship.” Read more
Markets 2 min read. May Market Recap: Stocks Bounced Back Despite U.S. Credit Rating Cut Dennis Coon Jun 3, 2025 10:58:58 AM Stock markets had a strong comeback in May. The S&P 500 (a key stock index) made up for all its... Read more