Latest Articles
Explore insights on retirement planning, tax strategies, investing, and financial transitions, designed to help you approach financial decisions with greater understanding over time.
What Does a Rolling Recession Mean for Your Retirement?
What Is A Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk of a possible recession for a few years now, we have yet to completely enter a recession. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] And although there have been major market downturns recently, there have also been major rallies. Instead of…
Our Thoughts on the Current Banking Issues in the US
Over the past week, headlines have been dominated by news of Silicon Valley Bank’s (SVB) collapse along with the failure of Signature Bank of NY. The FDIC has stepped in to take control of assets for both SVB and Signature Bank, and many bank stocks tumbled on the news. Many are concerned about their deposit security as well as the economic impact on the United States. In this update I’ll address: What’s going on? What…
Don’t Underestimate the Importance of Your Mindset Toward Your Finances
The concept of retirement planning seems simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generation after generation. But while the concept may be the same, the puzzle is evolving. In other words, individuals and families currently saving for retirement are facing challenges that were previously never considered. Without pensions and hefty Social Security checks, it is now…
How Much Should You Save For Retirement?
Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. This blog will give you some tips on how to begin estimating your needs in the future, as well as some tips on how to increase the longevity of your savings. How Much Should I Spend? One of the easiest ways to judge how much money you will need in…
Phil Williams Interviews Jim Brogan on Inflation & the State of the Market
Jim Brogan joins The Phil Show on NewsTalk 98.7 to discuss the state of inflation, the housing market, and more. Click the play button below to listen!
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Quick Tips for Filing Your Taxes This Season
Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. Don’t file too early! You may be eager to file your taxes to get your return as soon as possible, but filing before you have all your documents can actually cause delays. It’s best to…
Tax Planning Updates for 2026
Behavioral Finance vs. FOMO: How to Block Out Market Noise and Stick to Your Plan
Your neighbor just told you about a stock that doubled in six months. Your college roommate posted screenshots of cryptocurrency…
Retirement in a High-Interest Environment: Adjusting Withdrawal Strategies
The retirement playbook has changed dramatically. After years of scraping by on bonds paying next to nothing, retirees are now…
The Role of Personalized Planning in Effective Wealth and Investment Management
Smart Ways to Manage Year-End Bonuses and Extra Income
That year-end bonus notification just hit your bank account. You’re staring at extra money that wasn’t part of your regular…
How Inflation Impacts Your 2026 Financial Plan and What to Adjust
Prices keep climbing. Wages struggle to keep pace. The dollars you saved five years ago buy less with each passing…
