The connection between longevity and sustainable portfolio withdrawals
Here’s a strange problem to have: you may live a very long time. Longer than your parents did, longer than the actuarial tables assumed a generation ago, and possibly longer… …
The estate planning checklist for retirees
As you move through retirement, keeping your estate plan organized and current becomes increasingly important. Here are the key areas to address: Review and update your Will. Major life events… …
Using donor-advised funds for tax-efficient giving in retirement
If giving back has always been important to you, retirement doesn’t have to change that. In fact, it may be an opportunity to become even more intentional about how, and… …
What’s moving the markets – July 2026
Growth slows but doesn’t stall: The Q2 GDP report showed the economy expanded at a noticeably slower pace than economists had expected. The deceleration coincided with the early months of… …
The tax side of selling your home in retirement
For many retirees, their home is one of their largest financial assets. Whether you’re thinking about downsizing, moving closer to family, or relocating somewhere new, selling your home can free… …
Mid-year moves to reduce your 2026 tax bill
When most people think about taxes, they think about filing a return in the spring. But by then, many of the decisions that determine your tax bill have already been… …
You’re paying more than you think: The hidden costs inside your ETF and mutual fund portfolio
You thought you did your homework. You looked at the expense ratio and selected the low-cost fund. Low-cost means low-cost, right? If you have more than $1 million invested in… …
What’s moving the markets – June 2026
Corporate profits: U.S. corporate profits reached their second-highest quarterly level on record in Q1 2026, a milestone driven largely by the AI and data center buildout that shows no signs of slowing. AI… …
From saver to spender: How to create a reliable income stream in retirement
For decades, you played the same game: earn, save, repeat. You resisted the siren call of the boat you didn’t need, the kitchen remodel that probably could have waited, and… …
Your life changed: Has your estate plan?
Many people think of estate planning as a one-time task. You meet with an attorney, sign the documents, put everything in a safe place, and check it off the to-do… …