Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.
2025
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Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve waited to claim Social Security.”
Hindsight hits hard when it’s tied to your potential freedom and options.
The good news? There may still be...
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the...
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive.
But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation...
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for planning ahead.
When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers...
Rethinking Retirement: Why True Wealth Is More Than Money
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the truth most planning overlooks: even with a solid financial plan, your ideal...
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one reason about 45% of retirees could run out of money in retirement.1
The good news? That outcome isn’t inevitable. The key is recognizing...
