Weekly Newsletter
“Third-party Posts”
Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement Plan
When most people think about retirement planning, they focus on the big three: income, taxes, and investments. But there’s a fourth category that can quietly undo even a strong plan if it’s ignored: Long-Term Care (LTC) — the cost of ongoing help when someone needs...
A Well-Rounded Financial Plan Starts With the Whole Picture
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than a portfolio. A strong plan examines your total financial...
Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and healthcare costs—all while staying aligned with your...
2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right
Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right A new year is the perfect time to reset...
Why Annuities Can Be a Great Fit Heading Into 2026
As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a meaningful role. Annuities aren’t for everyone, and they’re not “one-size-fits-all,”...
Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)
As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend to make the biggest difference—because small adjustments now can help protect your lifestyle later. Whether...
Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement plan growing without exposing everything to the next market swing?” After several years of elevated volatility and changing interest-rate conditions, more...
Retirement Planning in 2026: Why Annuities Deserve a Serious Look
Retirement planning in 2026 looks different than it did even a few years ago. Many retirees and pre-retirees are facing a familiar challenge in a new way: they want growth, but they also want stability. They want income they can count on, but they don’t want to feel...
Safe Money Options Heading Into 2026
A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy and headlines are loud, many people start asking the same question: “Where can I put my money so it feels safer, but still has a chance to grow?” As we move into...
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