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.
Will You Have to Retire Earlier Than You Expected To?
If you’re nearing retirement age and know you’re not financially prepared for retirement, your solution may be to work longer. While foregoing an early retirement can be prudent, your career might not last as long as you’d like it to. The pandemic and resulting economic conditions forced 1.9 million workers ages 55 and over out of the labor force in 2020.[1] Even in normal times, health problems, family responsibilities, layoffs, and business closings can cause…
Have You Factored Inflation into Your Retirement Plan?
We’ve seen increased government spending due to COVID and significant increases in government debt. Some economists theorize that this could lead to increased inflation, and many claim that we are already seeing the effects. Although the official inflation rate may remain low for now, you may notice price increases of everyday items and services. If you’re nearing or in retirement, you need to protect yourself from the eroding effects of inflation, even if it never…
Bob Yarbrough Interviews Jim Brogan on Rising Healthcare Costs in Retirement
Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where they discuss the impact of recent economic events on healthcare costs, which will likely consume a large portion of your retirement budget. Click the play button below to listen!
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Required Roth Catch-Up Contributions: How SECURE 2.0 Affects High Earners Age 50+
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…
