I’ve been hearing the same prediction for more than twenty years: taxes are going to be higher in...
“Taxes Will Be Higher Later”—Why This Prediction Never Seems to Arrive
“Taxes Will Be Higher Later”—Why This Prediction Never Seems to Arrive
Why the oft-repeated prediction of higher future taxes never seems to materialize and how to make financial decisions based on current facts rather than uncertain forecasts.
November 19, 2025
1
min read
You’ll Likely Need Long-Term Care. Here’s How to Prepare.
You’ll Likely Need Long-Term Care. Here’s How to Prepare.
Plan for long-term care early to manage costs and protect your family. Learn about insurance options, Medicare, Medicaid, and strategic savings in our comprehensive guide.
November 17, 2025
3
min read
Family & Finance: Why These Conversations Matter
Family & Finance: Why These Conversations Matter
Conversations about money within families reduce stress, clarify expectations, and improve decision-making. Discover essential questions to foster financial harmony across generations.
November 12, 2025
3
min read
The Plan Isn’t the Point. The Process Is.
The Plan Isn’t the Point. The Process Is.
Effective financial planning is about adapting to change, not sticking to a rigid plan. Learn why a flexible approach leads to better retirement outcomes.
November 10, 2025
2
min read
October Market Commentary Staying Grounded When Headlines Shout
October Market Commentary Staying Grounded When Headlines Shout
Markets climbed in August amid earnings strength and low volatility, despite economic uncertainties and interest rate concerns.
November 4, 2025
2
min read
Déjà Vu All Over Again
Déjà Vu All Over Again
Learn from past market booms. Diversify investments and avoid the pitfalls of chasing today's AI-driven gains to secure long-term financial stability.
November 3, 2025
2
min read
Retirement Planning in a World That Doesn’t Get Cheaper
Retirement Planning in a World That Doesn’t Get Cheaper
Tips to ensure your retirement savings keep pace with rising costs, focusing on balancing income, growth, and flexibility to protect your purchasing power.
October 29, 2025
3
min read
Enough Is a Moving Target
Enough Is a Moving Target
Discover how to redefine what is enough to achieve true financial peace and freedom, moving beyond mere accumulation to a life of meaningful fulfillment.
October 28, 2025
3
min read
How I Think About Beating the IRS Without Breaking the Rules
How I Think About Beating the IRS Without Breaking the Rules
Learn how to use tax rules to your advantage and maximize your retirement savings without breaking the law. Discover smart strategies for effective tax planning.
October 22, 2025
3
min read
Nobody Knows (and That’s Okay)
Nobody Knows (and That’s Okay)
Embrace uncertainty and change by being curious, informed, and intentional. Discover how to navigate a rapidly evolving world with resilience and optimism.
October 21, 2025
4
min read
As Americans live longer, we’re seeing a steady rise in the need for long-term care. It’s not the...
Most families avoid talking about money. Not because they don’t care, but because they worry those...
People often think of a financial plan as something permanent: printed, bound, heavy enough to feel...
October reminded us that markets don’t need calm seas to make progress. Despite headlines about a...
Let’s rewind to the late 1990s. The internet was transforming everything, and tech stocks were the...
If you’re retired, or planning to be soon, you probably share one big goal: making sure your money...
We spend much of our lives chasing “enough.” Enough income, enough savings, enough to finally stop...
When most people talk about “beating the IRS,” they imagine loopholes, secret tricks, or someone...
It feels like everyone has an opinion these days. Opinions about the markets, the economy,...