You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
Rethinking Retirement: Why True Wealth Is More Than Money
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
