Weekend reading chaotic markets investor to do list Weekend reading chaotic markets investor to do list
What Now? An Investor’s To-Do List for Chaotic Markets

If you’re feeling uneasy right now, it’s natural. When the headlines shout about volatility, tariffs, and a recession, even the most seasoned investors can find themselves glued to the news.

Weekend reading asset location and tax minimization Weekend reading asset location and tax minimization
The “Asset Location” Dilemma: Tax Strategy or Tax Trap?

When it comes to a comprehensive retirement plan, dotting every “i” and crossing every "t” counts.

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Beautiful vs. Practical Advice

Have you ever admired something from afar—a house, a car, etc.—only to discover it wouldn’t actually work for your life?

Weekend reading happiness isnt everything Weekend reading happiness isnt everything
Good News: Happiness isn’t Everything

In a world that often equates happiness with success, it’s easy to feel like you’re falling short if you’re not constantly chasing that elusive feeling of joy.

Weekend reading 3 levels of retirement readiness Weekend reading 3 levels of retirement readiness
3 Levels of Retirement Readiness: Where Do You Stand?

Retirement goes far beyond simply quitting your job—it’s a major life transition.

Weekend reading the golden window tax strategy Weekend reading the golden window tax strategy
The Golden Window: A Top Tax Strategy for the Right Retirees

Your “Golden Window” of retirement includes the critical years between when Social Security and required minimum distributions (RMDs) begin.

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A Lesson on Purpose from Lebron James

LeBron’s greatest achievement isn’t just his records—it’s his unwavering commitment to his purpose.

Weekend reading longevity and meaning Weekend reading longevity and meaning
Longevity and Meaning

We are living longer than ever before. But what’s the point of a long life if it isn’t filled with meaning?

Weekend reading social security bridge strategy Weekend reading social security bridge strategy
Morningstar’s Latest Retirement Spending Research (as it Relates to Social Security)

While past research has emphasized the benefits of delaying your Social Security benefits until age 70 for a higher lifetime payout, new analysis from Morningstar shows that the trade-offs depend on how you fund the delay.

Weekend reading 150 years of stock market crashes Weekend reading 150 years of stock market crashes
What We’ve Learned From 150 Years of Stock Market Crashes

It’s not a matter of if, but when. Stock market crashes are inevitable; however, history proves that the market always recovers.

Weekend reading facts about retirement plan Weekend reading facts about retirement plan
Facts You Need to Know About Your Retirement Plan

Your retirement plan is one of the most powerful financial tools you have, but to make the most of it, you need to understand how it works.

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Retirement Can Involve More Transitions Than We Expect

Retirement today is no longer defined by just rest and relaxation—it’s a transition into a new chapter of life.