Blog

Divorce after 50—often called "gray divorce"—is becoming increasingly common. While it carries many of the same emotional challenges as any divorce, it also brings unique financial and tax implications that demand careful attention. At this stage of life, decisions made during divorce can have long-lasting consequences.
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With mortgage rates hovering above 7%, many nearing retirement are re-evaluating their housing strategies. What was once a straightforward decision—downsizing, refinancing, or relocating—now requires a more nuanced approach.
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Health Savings Accounts (HSAs) offer powerful tax benefits and long-term flexibility, making them an essential—and often overlooked—tool in modern retirement planning.
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In the wake of recent economic turmoil, many Americans are finding themselves rethinking their financial strategies. One rising trend, known as "revenge saving," is emerging as a powerful counterbalance to years of consumerism and uncertainty. But what is it, and should you be leaning into it?
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In today’s uncertain economy, retirement planning requires adaptability. Learn how to build a resilient strategy that balances risk, income, and long-term security—no matter what the markets do.
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Public policy changes can significantly impact your financial strategy—from Social Security and retirement contributions to tax planning. Learn how to stay prepared and adapt your plan with confidence.
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Divorce brings major financial changes—but it’s also an opportunity to rebuild with clarity and confidence. Learn how to reassess your goals, update your budget, protect your future, and create a financial plan that supports your next chapter.
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We explore retirement planning strategies specifically designed to help high-income individuals reduce their tax burden and retain more of their hard-earned wealth.
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