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A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

Katherine and James retired with dreams of leisure and travel—until Parkinson’s changed everything. Now caregivers, their story reflects a rising trend: retirees facing unexpected burdens. Financial strain, emotional stress, and lost freedom are reshaping what retirement really looks like today.

In times of market turbulence, emotional discipline and a sound framework are essential. As recent volatility stirs echoes of past crises, we remain steadfast in our evidence-based approach—anchored in patience, diversification, and perspective—to help weather uncertainty and pursue long-term financial success.

For retirement plan sponsors, understanding why Roth 401(k)s are gaining traction is critical to providing a competitive and effective retirement plan offering.

Cybersecurity has evolved far beyond an IT concern—it’s now a critical fiduciary obligation for 401(k) plan sponsors. With increasingly sophisticated cyber threats and the high value of retirement accounts, employers must take proactive steps to safeguard participant assets and sensitive information.

I recently spoke with a thoughtful couple preparing for retirement after 31 years of work. They were curious about the “100 minus your age” rule—a common guideline that, while simple, may be dangerously misleading when applied without context.

Markets fell sharply following new tariff announcements. Here’s what it means and why there’s no need to panic.

Florida’s tax-friendly policies attract retirees. Satellite Beach financial advisors can help you turn those advantages into a personalized retirement plan.

Markets fell sharply following new tariff announcements. Here’s what it means and why there’s no need to panic.

: Looking for a trustworthy financial advisor in Bloomington, IL? Discover how fee-only fiduciary planners offer objective, transparent guidance for your goals.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

5 best practices during uncertain times. When volatility strikes, keep calm and carry on toward your investment goals!