Important Information on Medicare Plans for 2027
Open Enrollment season for Medicare begins this week with beneficiaries facing fewer options as carriers scale back plans. If you are a Medicare enrollee, then you should have received your Annual...
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Planning for Required Minimum Distributions
In our September 28 commentary, we explained the basics of Required Minimum Distributions (RMDs), which you can find by clicking here. Taxpayers sometimes come to regret having accumulated large...
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A Resilient Economy With Earnings Still in the Driver’s Seat
What September’s Jobs Report Says About the Labor Market Friday’s jobs report was weak on its face. Employers added just 29,000 jobs in September, well below expectations, and revisions...
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Understanding Required Minimum Distributions
As we enter the final quarter of 2026, it is a good idea to make sure you are up to date on taking the required minimum distributions (RMDs) from your retirement accounts for this tax year. When Do...
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Refocusing on Portfolio Income: Harvest the Apples and Don’t Cut Down the Branches!
Market headlines change quickly. Your portfolio’s purpose should be more durable. Political developments, economic reports, interest-rate decisions, trade policy, and unexpected events can all...
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Risk Tolerance, Risk Capacity and Staying In the Fairway
Investing is a lot like golf, you don’t always need to take the biggest swing to win. In this piece, Steve Cash, CFP, breaks down the difference between risk tolerance and risk capacity, showing why balance often matters more than bold moves. By keeping your financial strategy “in the fairway,” you increase the odds of long-term success while avoiding unnecessary setbacks....
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Timing Is Everything: What I learned from Missing Woodstock
Those of you who have been with the firm over the years know that I have difficulty passing through these days of mid-August without sharing my missed opportunity on August 15, 1969. I share this...
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Part Two: Are You Ready for Retirement… Emotionally?
Last week, Part One of our retirement checklist asked the financial questions that can help assess whether you are ready for retirement. Click Here to Read Part One. This week, we follow with Part...
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Part One: Are You Ready for Retirement… Financially?
Retirement readiness is about more than reaching a savings goal—it’s about having a plan for turning what you’ve accumulated into income that can support the life ahead. Explore the financial questions to consider before retirement, from income and investments to taxes, healthcare and planning for market downturns....
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