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Past Commentary & Articles

Article
June 23, 2025
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The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
June 19, 2025
healthcare costs in retirement

Planning for healthcare costs in retirement is essential but often overlooked. With an estimated $165,000 needed for medical expenses, understanding Medicare, supplemental insurance, and savings options like HSAs can help secure your financial future while maintaining your desired lifestyle.

Article
June 18, 2025
One Big Beautiful Bill

The U.S. Senate released its version of the One Big Beautiful Bill Act (OBBBA), unveiling key tax provisions that signal a significant and, perhaps more importantly, permanent step forward in tax law—though much debate still lies ahead.

Videos
June 18, 2025
avoiding a big tax surprise webinar graphic

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Article
June 13, 2025
fathers-day-financial-advice

For many of us, the earliest lessons about money, work, and responsibility came from our dads—sometimes through stories, other times by example. In this post, several advisors reflect on the financial wisdom their fathers shared and how it still influences them today.

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