The new Trump Accounts are officially here—and with the rules now finalized, parents and grandparents have much more clarity about how these accounts actually work. While the promise of a $1,000 government contribution has captured plenty of attention, the real planning opportunities lie in understanding the fine print, tax treatment, contribution limits, and long-term strategies these accounts create.
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For decades, retirement planning has focused on one question: How much have you saved? But once retirement begins, a different question takes center stage.
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Scott explores the emotional side of retirement and why confidence often comes from more than just having enough money.
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For most of your working life, the retirement message was simple: save consistently, invest for growth, and let time do the heavy lifting.
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Today, Scott explains why retirement income planning is completely different from simply building a large 401(k), and how to turn retirement savings into a reliable paycheck.
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This is Part 2 of our Hidden Risks series, and we’re shifting focus to one of the biggest long-term threats to your retirement: taxes.
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This is Part 1 of our Hidden Risks series, where we’re looking at the issues that can quietly derail a retirement plan if they’re not addressed.
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Today, Scott breaks down breaks down term, whole, and universal life insurance, and more importantly, how to think about them at this stage of life.
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A viral chart is making a bold claim: the later you retire, the shorter you live. It’s eye-catching, easy to share, and—at first glance—convincing.
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In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long.
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Scott uses a weather lens to explain how preparation, not prediction, is what keeps retirement plans steady when volatility hits.
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After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. Today, Scott discusses a Bloomberg opinion column that argues the outlook for 2026 may be brighter than many people expect. A strong economy might lift markets, but a strong financial plan is what helps people stay confident no matter how the headlines turn out.
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It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create meaningful planning advantages heading into 2026 and beyond.
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A new type of government-backed savings account for children, commonly referred to as a Trump Account, is set to launch in 2026, and it’s already drawing attention from parents and grandparents alike.
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Most advisors are well-intentioned, but not all advisors are the right advisor for you.
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The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%.
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Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper.
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What if I told you the key to financial success isn’t how smart you are with numbers, but how well you understand your own emotions?
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We explore the world of snowbirding, why so many retirees are drawn to this lifestyle, and how it can be seamlessly integrated into your retirement plan.
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The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement.
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