by Kenny | Jul 29, 2026 | Weekly Newsletter
When many people hear the words “life insurance,” they immediately think about protecting loved ones after they’re gone. While that remains one of its most important purposes, today’s life insurance solutions can offer much more. In 2026, life... by Kenny | Jul 27, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst With contributions to Trump accounts having gone live on July 4, 2026, there has been lots of discussion recently about the “kiddie tax.” That’s because, once a child reaches January 1 of the year they turn age 18, they will be able to...
by Kenny | Jul 26, 2026 | Uncategorized
US equity indices declined for a second consecutive week despite a strong start to second-quarter earnings. With just over 25% of the S&P 500 reporting, top- and bottom-line growth rates have been better than anticipated. Results this week from Google, Intel, and... by Kenny | Jul 23, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst QUESTION: My wife (Keiko) currently does not take a required minimum distribution (RMD) on her retirement account because the plan allows this while she is still working. Here are our questions: If she retires this December (2026), would...
by Kenny | Jul 23, 2026 | Weekly Newsletter
As Americans continue preparing for retirement in an uncertain economic environment, many are looking for ways to protect their savings while still having the opportunity for growth. With inflation, market volatility, and changing interest rate expectations continuing...
