I often explain the market this way, knowing it’s a simplification—but an important one.
Posts by Dennis Coon:
Most people assume the tax brackets they see are the tax brackets they’ll pay in retirement.
Can you remember the last time you felt nervous getting behind the wheel?
There’s an old line that tax complexity is a tax all by itself. That idea feels especially true...
Maybe 2026 is the year you finally remodel the kitchen or build that deck you’ve been talking about...
This is a situation I see every year.
Every year brings a fresh set of predictions, worries, and headlines. And every year, markets...
Lately I’ve seen more people shift their 401(k) contributions from Traditional to Roth. Sometimes...
November delivered a stretch of volatility that grabbed headlines, but it didn’t change the larger...
One of the themes that comes up often in conversations with clients is the idea that Medicaid might...