Retiring at 55: Your Biggest Tax Decision May Be Happening Now Health insurance is one reason where you save can matter as much as how much you save. WEEKLY BLOG 09/21/26-09/25/26   ­ ­ Picture being 47 with a good income, a growing retirement account, and a goal of making work optional at 55. You...Read More

When Good Economic News Becomes Bad Market News WEEKLY BLOG 09/17/26   ­   On Friday, September 4, the Bureau of Labor Statistics reported that the U.S. economy added 162,000 jobs in August. Economists had expected roughly 53,000. The unemployment rate held at 4.1%. ­ Stocks fell. ­ If you read that and thought, “Wait,...Read More

The September 15 Deadline That Doesn’t Forgive Guesswork Where did your estimated tax number actually come from? WEEKLY BLOG 09/14/26 – 09/18/26   ­ There is something uniquely unpleasant about writing a large check to the IRS when you are not entirely sure whether the number is right. ­ For W-2 employees, taxes are mostly...Read More