by Kenny | Dec 12, 2025 | Weekly Newsletter
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...
by Kenny | Dec 5, 2025 | Weekly Newsletter
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...
by Kenny | Nov 27, 2025 | Weekly Newsletter
For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence that the bills will be paid, that you can handle surprises, and that you won’t run out of money before you run out of life. As we approach 2026, retirement...
by Kenny | Nov 20, 2025 | Weekly Newsletter
state planning sounds like something for billionaires in marble mansions… not for regular people with a mortgage, a 401(k), a dog, and a favorite taco spot. But here’s the truth:If you love someone or own something, you need some kind of estate plan. As we head toward...
by Kenny | Nov 14, 2025 | Weekly Newsletter
If you feel like retirement has gotten more complicated, you’re not imagining things. Between market volatility, rising costs, new tax rules, and longer life expectancies, “set it and forget it” retirement planning just doesn’t work anymore. The good news? With a...
by Kenny | Nov 9, 2025 | Weekly Newsletter
TL;DR: Going into 2026, retirees face two big realities: markets that still swing and a shifting tax landscape. Focus on dependable income, flexible tax buckets, and a plan for withdrawals/RMDs. Annuities—used correctly—can add durability to a retirement paycheck...
