Discover the biggest tax mistakes retirees make and learn strategies to minimize taxes, boost efficiency, and protect retirement savings in 2025.
Is the stock market overvalued right now, and what does that mean for your investments? In this financial market update for October 2025, Ty Bernicke, CFP®, President & CEO, breaks down the current stock market trends, valuation metrics, and what they suggest for investors moving forward.
September has garnered an unfortunate reputation in the finance industry for being a notoriously difficult month to navigate. The “September Effect” generally focuses on the idea that S&P 500 returns have been weaker on average in September than in any other calendar month. And while this may be true, there’s a lot that can happen during any given September.
What does the recent slowdown in job growth and rising unemployment claims mean for the Federal Reserve’s interest rate decisions and the economy? In this financial market update for September 2025, Chief Investment Officer Steve Latham, CFA, CFP®, breaks down the recent jobs trends and what they suggest about the Federal Reserve’s next moves.
The dog days of summer brought a whirlwind of economic news, market movements, and shifting consumer sentiment in July. The month was defined by a
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you curious how the One Big Beautiful Bill Act could impact your taxes and retirement plans? In this video, I cover the most important tax changes that may affect retirees and high-net-worth families.
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you planning to retire before age 65 and concerned about health insurance coverage? Ty Bernicke, CFP®, President and CEO, explains how the One Big Beautiful Bill Act (OBBBA) could significantly affect health insurance costs for retirees who use the Affordable Care Act (ACA) or state-run plans before Medicare begins.
What’s in the One Big Beautiful Bill Act? In this financial market update for July 2025, Chief Investment Officer Steve Latham, CFA, CFP®, breaks down the landmark legislation just signed by President Trump and what it could mean for your taxes, investments, and long-term planning.
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