Professional Investment Advisory Firm

How Tax Planning Changes Through the Four Stages of Retirement

Articles / Zack Levine, CPA / June 22, 2026 / retirment, tax, tax planning, Taxes

Most people spend decades focused on one financial goal: saving for retirement. They contribute to 401(k)s, IRAs, brokerage accounts, and pensions with the expectation that once retirement arrives, the hard part is over. Unfortunately, that’s often when a new challenge begins. Many retirees discover that the tax rules governing retirement income are far more complicated […]

How Tax Planning Changes Through the Four Stages of Retirement Read More »

Choose a Happy Retirement

Articles / Kevin / June 9, 2026 / 401k, Financial Planning, retire, retirment

Many assume that a happy retirement comes down to building enough wealth over a lifetime of work that will ensure comfort in their later years. In simple terms, will the financial assets accumulated generate the monthly income necessary to sustain their retirement lifestyle? If they can check that box, well, they are golden…or so they

Choose a Happy Retirement Read More »

May’s Market Momentum

Articles / Kevin / June 2, 2026 / Dow Jones, finance, Financial Planning, Stock Market, Stocks

Strong momentum that began in April carried through May, with major stock indexes continuing to climb to new highs. Despite concerns that might normally cool enthusiasm, what fueled the advance? Well, there were two competing themes that dominated market action during May. First, Treasury bond yields trended higher last month in response to concerns about

May’s Market Momentum Read More »

The Coming Retirement Revolution—And 7 Things It Means for You

Articles / Kevin / May 28, 2026 / 401k, IRA, retirment

Michael Adams is founder of Environics Research Group, a leader in social values research, and author of a book on boomers in retirement. He contrasts the attitudes toward retirement of early boomers (who were then ages 53 to 62) with the previous generation of retirees, who were in their 60s in 1992. As an example,

The Coming Retirement Revolution—And 7 Things It Means for You Read More »

March showers bring April flowers

Articles / Kevin / May 19, 2026 / Investing, Stock Market, Stocks

When we last visited with you, markets were struggling under the weight of higher oil prices and uncertainty tied to the war with Iran. While a ceasefire has helped alleviate some worries, as we enter May, oil prices remain elevated, gasoline prices average over $4 per gallon, and the conflict in the Middle East has

March showers bring April flowers Read More »

Not All Retirement Accounts Are the Same: What Everyone Should Know

Articles / Kevin / May 11, 2026 / 401k, Investing, IRA, retire, retirment

Retirement as a formal idea and lifestyle is a relatively modern concept. For most of human history, people worked until they were physically unable and then relied on family or community support. It wasn’t until the industrial age that the concept of retirement was born. In 1875, the American Express Company established the first

Not All Retirement Accounts Are the Same: What Everyone Should Know Read More »

9 Reasons Why Roth IRAs Make Sense, Even After OBBBA

Articles / Zack Levine, CPA / May 3, 2026 / Financial Planning, retirment, roth ira

Roth accounts can be a key feature of retirement planning for many of your clients—especially in our current lower-tax environment. Here are nine reasons to examine the advantages of Roth accounts. Despite the sweeping tax reforms introduced by the One Big Beautiful Bill Act (OBBBA), Roth IRAs remain a cornerstone of smart retirement and legacy

9 Reasons Why Roth IRAs Make Sense, Even After OBBBA Read More »