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Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation's [...]
What Retirees Should Know About Their Income Tax
Retirement is a new phase of life, and so is your tax situation. Knowing what counts as income and how [...]
“What Can I Do with $100K in Retirement?”
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially [...]
The Fed Holds Rates, Here’s What That Means for Your Retirement
For the fourth time in a row, the Federal Reserve has decided to hold interest rates steady, keeping the federal [...]
How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those [...]
How the OBBB Could Affect Your Healthcare Situation
When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many [...]
