Retirement Income, Social Security 2 min read. The Role of Social Security in a Resilient Retirement Plan Dennis Coon Jul 21, 2025 10:02:54 AM Social Security has served as a foundational piece of retirement income for nearly 90 years. But as... Read more
Retirement Income, Retirement 2 min read. The Hidden Retirement Risk Too Many People Overlook Dennis Coon Jul 15, 2025 6:42:35 PM We spend a lot of time thinking about how to grow a nest egg — and for good reason. But one of the... Read more
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
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
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
Long-Term Care 2 min read. What Are the Real Chances You’ll Need Long-Term Care? Dennis Coon May 16, 2025 7:15:00 AM For many retirees, the idea of needing long-term care can be unsettling. Media headlines and... Read more
Markets 2 min read. April Market Recap: Lessons after a Historical Month Dennis Coon May 5, 2025 6:45:00 AM April was a roller coaster month for investors as markets reacted strongly to new tariff... Read more
Markets 1 min read. Why It Pays to Diversify Across Market Sectors Dennis Coon Apr 28, 2025 10:51:35 AM If there’s one thing history has taught investors, it’s that trying to pick the "hot sector" each... Read more