2025 Retirement Wake‑Up Calls
December 30, 2025
Did 2025 bring any wake‑up calls for you? For me, it did. A friend died of a heart attack this year. He was five years
Peggy’s Pearls: Investing in You
Which Charities Should You Support?
December 16, 2025
Generosity is a spirit we should embrace year-round, and during the holidays our mailboxes fill with solicitations from many charities. Many people want to respond
Giving While Living
November 25, 2025
For many people, charitable giving is more than a financial decision – it’s an expression of their values and their hopes for the future. If
Capitalism vs. Socialism: What Really Matters for Your Retirement?
November 11, 2025
Have you ever wondered why the terms “capitalism” and “socialism” spark such heated debate — especially when it comes to your retirement, investments, and everyday
Defuse the IRA Tax Bomb
October 29, 2025
The SECURE Act of 2019 made dramatic changes to how inherited IRAs are handled. Previously, many non-spouse beneficiaries could “stretch” their distributions over a lifetime,
How to Give More – and Owe Less
October 15, 2025
A Qualified Charitable Distribution (QCD) can be a powerful way to combine charitable giving with smart tax planning. If you’re already taking Required Minimum Distributions
Protecting the Digital Assets in Your Estate Plan
October 1, 2025
When most people think about estate planning, they picture wills, trusts, property, or retirement accounts. But in today’s connected world, some of the most valuable
How to Avoid Divorce in Retirement
September 16, 2025
Retirement marks a major life transition, bringing new opportunities, freedoms, and sometimes unexpected adjustments for couples navigating this next chapter together. Many couples wonder how
Retirement Travel Made Easy: Vacationing in Your Golden Years
August 26, 2025
When the countdown to retirement begins, it’s normal to feel a combination of excitement and apprehension. Years of saving and planning go into reaching this
Back-to-School, Back to College Savings
August 12, 2025
School season is back, and so are those college bills. Tuition, housing, and meal plans can all hit your family’s cash flow and put a