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The stranger you're planning for
Your plan was built for someone you used to be
Jul 8
2
A number is not a plan
The question most financial advisors never ask
Jul 1
1
June 2026
What you bring into the meeting
Most planning conversations start with the portfolio. Yours probably shouldn’t.
Jun 24
1
The number you can't say out loud
What forty years of saving never taught you how to do
Jun 17
1
The portfolio you’re not managing
Why your second retirement portfolio matters more than your first
Jun 10
2
A new way to give your grandchildren a head start
How the new Trump accounts work, and the free $1,000 for kids born 2025 through 2028
Jun 3
May 2026
There may be a hole in your bucket list
What your Medicare card doesn’t cover when you travel abroad
May 27
1
The other thing that overrides your will
Beneficiary designations aren’t the only override
May 20
3
2
1
First-class inflation
A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.
May 13
2
1
Your estate plan might have holes in it
The gaps that can unravel even the best-laid plans
May 6
3
2
1
April 2026
Your money is there to let you live your life
What the data says about today’s market volatility
Apr 29
6
6
Your will doesn't have the final word
Beneficiary designations quietly control more of your estate planning than you might think
Apr 22
5
2
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