Insights & Thoughts
Miles, Points, and Perks: Are They Worth It?
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and...
To Trust or Not to Trust
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter”...
Stay the Course
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods...
Before You Dive In: Preparing for a Confident Retirement
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have...
When Cash Paid – and Why It Usually Doesn’t
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to...
Economic Tug of War
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the...
New Beginnings: A Fresh Start to Financial Confidence
A new year is a new beginning. Sure, we get a fresh start every morning, but January feels different—it carries that sense of possibility and...
Gift Wrapped Generosity: Ways to Give This Year
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care...
Post Secure Act Inherited IRA RMD Rules – Clear as Mud
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks...
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