Is All That Glitters Gold? Making Sense of the Recent Rally

Gold just hit $4,700 and silver is over $90—historic highs! 📈 But before you rush to buy, there’s one critical thing you need to know about how gold differs from stocks and bonds. (Hint: It’s like a ... ...more

Investing

January 20, 2026•4 min read

Managing New Tax Changes to Optimize Your Financial Plan

The tax rules are changing for 2026. From the new SALT cap to Roth catch-up requirements, here is what you need to know to protect your retirement plan ...more

Tax

January 16, 2026•4 min read

Keeping Your Cool: Why Your Best Investment Strategy Is Managing Your Own Expectations

The stock market has had a great run, but is "recency bias" clouding your judgment? I explain how to manage your expectations and avoid common emotional pitfalls to keep your retirement plan on track. ...more

Investing

January 12, 2026•2 min read

The 2026 Tax Guide: Protecting Your Financial House

From "Trump Accounts" and tax-free overtime to new senior deductions and AMT changes, 2026 brings major updates. Here is everything you need to know ...more

Retirement ,Tax

January 09, 2026•undefined

Making Sense of the Headlines: Venezuela, Oil, and Your Retirement Plan

The capture of Nicolás Maduro has shaken world headlines. Here’s why your retirement portfolio is likely better protected than the news suggests and what to watch for in 2026. ...more

Government ,Investing

January 05, 2026•3 min read

Reflecting on 2025: Finding Calm in the Market’s "New Highs"

2025 was a record-breaking year for markets despite the headlines. I break down the key lessons for retirees and how to stay disciplined in 2026. ...more

Economy ,Financial Planning Market &Investing

January 02, 2026•3 min read