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.
3 Strikes to Avoid When Tax Planning
Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. A comprehensive tax strategy can help to avoid these three common mistakes. Taking Too Much Income When you start to approach retirement, you’ll have to start thinking about transitioning from the wealth accumulation stage to the income stage of your life. The…
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth may have ballooned in the process. But how safe do you feel with your wealth in those stocks? Would you feel…
A Financial Advisor Can Prepare You for A Wintery Market
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be icy sidewalks and driveways. If you live in warmer states, maybe you’ve closed your windows and patios and put your…
What Volatility Truly Means
It is very common lately to hear the word “volatility”. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means. Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a downward trend. The Ups and the Downs It’s important to make sure your financial plan is protected against downward trends….
Bob Yarbrough Interviews Jim Brogan on the Stock Market
Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where they discuss the stock market drop, inflation numbers, and what investors need to know. Click the play button below to listen!
… Inflation and a Gallon of Milk
In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $4.21, on average.[1] A few dollars might not seem like much, but that’s a 1,258% increase! Now that we’re seeing high inflation, the buying power of your money – including your retirement savings – could be seriously impacted. When calculating how much money you need to retire, consider what you’re left with after inflation. The Value of Money Over Time When…
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…
