Self-Certification After 60 Days: 12 Reasons

Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set… Read more: Weekly Market Commentary

Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability, tax efficiency, and risk control.… Read more: Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck

Investors sent US markets to another set of all-time highs despite concerns about an extended government shutdown.  The U.S. government… Read more: Weekly Market Commentary

Big idea: Life insurance and fixed indexed annuities (FIAs) aren’t either/or. Used together, they can help protect income, manage taxes,… Read more: Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth