Apr 30, 2026
Tax season is finally over.
The returns are filed, the stress is behind you, and the last thing you probably want to do is think about taxes again.
But the weeks right after tax season are one of the most valuable windows you have all year.
Every number from last year is fresh, every missed opportunity is still visible,...
Apr 23, 2026
One of the biggest decisions you’ll make in your 70s and 80s has nothing to do with your portfolio.
It’s not about Social Security timing. And it’s not about Roth conversions.
It’s about where you’ll live and, more importantly, how care will be delivered, coordinated, and paid for if your health changes later...
Apr 16, 2026
According to the FBI, Americans lost nearly $21 billion to cyber-enabled fraud last year—a 26% increase from the year before.
And the single largest category? Investment-related fraud, with more than $8.6 billion in losses.
But what's most unsettling isn't the scale... it's how simple some of these scams really are.
A...
Apr 9, 2026
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings.
The math looks alarming... and that's exactly the point.
But as with most things in finance (and life!), the truth is more nuanced than a headline or social media post makes it seem.
In...
Apr 2, 2026
Saving for retirement is one challenge.
Feeling comfortable (and confident) enough to actually enjoy it is another.
Even when the numbers say you’re okay, uncertainty about the future can make it hard to use money for the things that matter most.
Today, I'm revisiting a conversation with Dr. Daniel Crosby where we...