Sep 3, 2026 | Weekly Wrap-Up
Small estate-planning missteps can create major headaches for your heirs. When it comes to estate planning, most people prefer not to think about it. Even for those who have, they sometimes make mistakes when they start taking action. The good news is that you have...
Aug 27, 2026 | Weekly Wrap-Up
U.S. Debt Just Topped $40 Trillion. Should Investors Be Worried? The U.S. national debt has officially crossed $40 trillion—a staggering number and a milestone that understandably raises questions for investors. But what does $40 trillion actually mean, and should it...
Aug 20, 2026 | Weekly Wrap-Up
One of the most common questions I get from clients is: After a few years of very mediocre bond index performance, investors may finally earn meaningful income from bonds. But will these higher yields last? This week, the U.S. Treasury announced that it will increase...
Aug 6, 2026 | Weekly Wrap-Up
One of the most common questions I get from clients is: “What budgeting app do you recommend?” My answer usually surprises them. I still use Excel. Yep… good old-fashioned Excel. After more than 35 years in financial planning, I’ve found that...
Jul 30, 2026 | Weekly Wrap-Up
The recent changes to federal 529 plan rules have generated a lot of excitement—and a lot of confusion. We’ve already had clients ask, “Great! So I can take $20,000 per year out of my 529 plan for my child’s private school tuition completely...
Jul 23, 2026 | Weekly Wrap-Up
Using an HSA for Medicare, Long-Term Care, and Other Premiums You can use HSA funds for certain insurance premiums, including Medicare premiums after age 65 and qualified long-term care insurance premiums, but with specific rules and limits. Medicare Premiums Once you...
