Our Winter 2026 financial planning newsletter is now available. In it, we share key financial numbers for 2026 and review what's going on in the investment markets right now. We also cover reminders and updates about retirement plan catch-up contribution changes, tax changes, and mortgage … [Read more...]
Silver Lining in the Market Downturn
When you look at your retirement plan statement and it's down 30% or more from a couple months ago, it's hard to believe there might be a silver lining there somewhere. While the market downturn has created a tremendous amount of anxiety and it's caused a significant change in plans for some who … [Read more...]