HAS as a Retirement Strategy
Healthcare is one of the most underestimated expenses in retirement. According to Fidelity, the average 65-year-old couple retiring today may need over $300,000 for medical costs alone. With inflation pushing costs even higher, investors need [...]
4Q25 Offers Homebuyers an Opportunity
Now may be a favorable time for U.S. homebuyers. Several market and policy shifts—recent Federal Reserve rate cuts, easing home values, and improved buyer leverage—are reshaping the housing landscape in 2025. For buyers able to [...]
Empty Nest?
The day children leave home is one that parents both anticipate and dread. After years of packed schedules, family commitments, and juggling responsibilities, the sudden quiet can feel unsettling. This stage—commonly referred to as the [...]
Understanding Labor Market Reports
The U.S. labor market is one of the most important indicators of economic health, and investors follow it closely to anticipate changes in growth, inflation, and monetary policy. Yet no single report can capture its [...]
Scam Alert: Fake Social Security Admin Emails
Your financial well-being depends on fraud prevention and smart planning As your financial advisor, safeguarding your personal and financial information is paramount. The Social Security Administration's Office of the Inspector General (SSA OIG) has issued [...]
Postage Stamps, Inflation & An Investor’s Dilemma
Inflation is a structural force that affects how we spend, save, and invest In July 2025, the cost of mailing a letter in the United States went up – again. The United States Postal Service [...]
Unpacking How the Tax Landscape is Changing
Enjoy current tax advantages, but prepare for a future that might be different The U.S. tax landscape is shifting in ways that carry real implications for investors and households alike. Congress’s passage of the One [...]
Five Key Impacts of the One Big Beautiful Bill Act
Changes for equity investors and potential actions to consider in response On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act” (OBBBA), a sweeping [...]