Mar 1, 2026
Turning 65 is a milestone.But when it comes to Medicare, it can also feel overwhelming. Between Parts A, B, C, D… Medigap… enrollment periods… penalties… provider networks… it’s no surprise that many people feel confused before they even get started. The good news?...
Mar 1, 2026
US equity markets regressed as several themes that have propelled the market higher over the last couple of years have had to be reassessed. Return on investment from AI capex, a Federal Reserve on hold, tariff uncertainty, and increased geopolitical tensions have...
Feb 27, 2026
Retirement isn’t about how much you’ve saved. It’s about how you turn your savings into income you can rely on — for 20, 30, or even 40 years. Most people believe their 401(k), IRA, or brokerage account is their retirement plan.But an investment account is not an...Feb 26, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at age 18? Or is it better just to do a Uniform Transfers to Minors Act (UTMA) account? Or perhaps a mix...Feb 25, 2026
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a reminder, Trump Accounts are tax-deferred savings accounts for children. They were established by Congress... 
