Social Security has served as a foundational piece of retirement income for nearly 90 years. But as...
The Role of Social Security in a Resilient Retirement Plan
The Role of Social Security in a Resilient Retirement Plan
Explore how Social Security fits into a flexible retirement strategy amid financial pressures and uncertainties.
July 21, 2025
2
min read
The Hidden Retirement Risk Too Many People Overlook
The Hidden Retirement Risk Too Many People Overlook
Learn why inflation is a hidden risk in retirement and discover practical strategies to protect your purchasing power and sustain your lifestyle over time.
July 15, 2025
2
min read
The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances
The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances
Explore the major changes in the new tax bill, its impact on financial planning, and the broader economic implications for investors and households.
July 8, 2025
3
min read
Second Quarter Market Recap: Trade Policies, Global Events, and Record Highs
Second Quarter Market Recap: Trade Policies, Global Events, and Record Highs
Second quarter of 2025 saw record market highs amidst trade policies and global tensions, highlighting the importance of a balanced investment approach.
July 7, 2025
2
min read
Planning for the Retirement You Actually Want
Planning for the Retirement You Actually Want
Discover how to craft a fulfilling retirement by planning beyond finances. Stay active, engaged, and purposeful in your golden years with our expert tips.
June 25, 2025
2
min read
How Companies Reward Shareholders: Dividends, Buybacks, and Splits
How Companies Reward Shareholders: Dividends, Buybacks, and Splits
Learn how companies return value to shareholders through dividends, stock buybacks, and stock splits, and understand the key concept of free cash flow.
June 17, 2025
3
min read
May Market Recap: Stocks Bounced Back Despite U.S. Credit Rating Cut
May Market Recap: Stocks Bounced Back Despite U.S. Credit Rating Cut
Stocks rebounded in May despite a U.S. credit rating cut, with strong company earnings and positive trade deals offering a boost to the markets.
June 3, 2025
3
min read
What Are the Real Chances You’ll Need Long-Term Care?
What Are the Real Chances You’ll Need Long-Term Care?
Understand the real likelihood of needing long-term care in retirement and discover how thoughtful planning can help you prepare for various outcomes.
May 16, 2025
2
min read
April Market Recap: Lessons after a Historical Month
April Market Recap: Lessons after a Historical Month
April's market volatility underscores the importance of staying invested and maintaining a diversified portfolio amid economic uncertainties.
May 5, 2025
3
min read
Why It Pays to Diversify Across Market Sectors
Why It Pays to Diversify Across Market Sectors
Diversifying across market sectors is a smart strategy to balance your portfolio and ride out economic ups and downs without making risky bets.
April 28, 2025
1
min read
Posts by Dennis Coon:
We spend a lot of time thinking about how to grow a nest egg — and for good reason. But one of the...
Congress recently passed a major tax and spending bill that President Trump signed into law on July...
The second quarter of 2025 showed how strong markets can be, even when there's uncertainty. From...
For some, retirement is a long-awaited reward. A chance to trade meetings and deadlines for travel...
The financial media regularly highlights announcements like:
Stock markets had a strong comeback in May. The S&P 500 (a key stock index) made up for all its...
For many retirees, the idea of needing long-term care can be unsettling. Media headlines and...
April was a roller coaster month for investors as markets reacted strongly to new tariff...
If there’s one thing history has taught investors, it’s that trying to pick the "hot sector" each...