Don't Just Watch the Fed: The Real Key to Understanding Mortgage Rates

Confused why mortgage rates don't always follow Fed announcements? I'll show you the one indicator that gives a much clearer picture for your next home purchase or refinance ...more

Financial Planning

October 10, 2025•3 min read

Building a Moat Around Your Nest Egg: How to Spot and Stop Retirement Scams

Scammers are getting more sophisticated, especially with cryptocurrency. Here are the red flags you need to know to protect the retirement you've worked so hard for. ...more

Cybersecurity

October 07, 2025•5 min read

Is the "Safety" of Cash Silently Costing You Your Retirement?

Your cash feels safe, but it's losing buying power every day. Discover the two hidden risks of holding too much cash and how to make sure your money is truly working for you ...more

Financial Planning ,Investing

October 06, 2025•4 min read

Washington Gridlock: Should Your Retirement Plan Care?

Headlines about a government shutdown can be unsettling for retirees. Here’s why your long-term financial plan is built to ignore the short-term political noise ...more

Government ,Market

October 03, 2025•4 min read

Unlocking Your Retirement Savings Before 59 ½ (And What Californians Must Know)

Thinking of tapping your retirement savings before 59 ½? The 10% federal penalty isn't the only hurdle. For Californians, there's an extra 2.5% penalty to consider. Here’s what you need to know. ...more

Retirement

September 22, 2025•4 min read

Beyond the Headlines: The Overlooked Power of Dividends in Your Retirement

Market highs and low yields have many asking if dividends still matter. Here’s why a "total return" focus—on both growth and income—is key to a secure retirement ...more

Investing

September 15, 2025•5 min read