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Our team has years of experience in financial planning and investment management. We are passionate about providing straightforward economic insights, practical advice, and valuable industry updates to help you make smart financial choices. We’ll cover topics like retirement planning, preserving your wealth, market trends, tax tips, and investment advice—all designed to give you the knowledge to help you on your financial journey.

Monday, April 27, 2026

Career breaks are a normal part of many women’s lives, but they can affect retirement savings, Social Security calculation, and retirement timelines. With the right planning, those changes can often be addressed over time.

Thursday, April 23, 2026

Buying and leasing a car each come with trade-offs. The right choice depends on your driving habits, cash flow, and how a vehicle fits into your long-term financial priorities.

Monday, April 20, 2026

Financial planning before remarriage can involve more than expected. From combining finances and updating beneficiaries to taxes, retirement, and planning for children, these decisions shape how money works in a second marriage.

Thursday, April 16, 2026

Capital gains can affect your taxes more than you expect. Learn what they are, when they apply, and how they’re taxed—plus how timing, account type, and investment decisions can impact your overall financial picture.

Monday, April 13, 2026

Divorce settlements often involve important financial trade-offs. From keeping the house to choosing between alimony, assets, cash, or retirement accounts, learn how these decisions can shape your day-to-day finances and long-term plans.

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Thursday, April 9, 2026

Oil prices, interest rates, and inflation concerns shaped markets in March. Learn what drove recent volatility, how stocks and bonds responded, and what it may mean for investors going forward.

Monday, April 6, 2026

Just had a baby? Learn the key financial steps to handle early, including insurance updates, life insurance, and emergency savings, plus what can wait until you're settled into your new routine.

Thursday, April 2, 2026

In Connecticut, even small shifts in retirement income, like RMD increases, part time earnings, or one time withdrawals, can move you into AGI ranges that shrink or eliminate the state’s retirement income deduction.

Monday, March 30, 2026

Temporary orders can shape how bills, support, and day-to-day finances are handled during a divorce. Understand what they are, what they cover, and how to approach your finances while a divorce is ongoing.

Thursday, March 26, 2026

Wondering what to do with your tax refund this year? From paying off debt to building savings, investing for the future, or enjoying the money, the choices you make can play an important role in your overall financial plan.

Monday, March 23, 2026

Student loans are often in one person’s name, but divorce settlements may still address how that debt is handled. Learn what factors can influence responsibility for student loans after a divorce.

Tuesday, March 17, 2026

A leprechaun’s investment portfolio is simple—one pot of gold. But relying on a single asset can mean missing other opportunities. Explore how diversification can help investors (and leprechauns) build a more balanced investment strategy.

Monday, March 16, 2026

When kids start earning money from jobs or investments, parents often wonder whether their child needs to file a tax return. Learn when children need to file taxes, how earned and unearned income are treated, and when filing makes sense.

Thursday, March 12, 2026

Early retirement can reshape more than your finances. Emotional and lifestyle considerations — including identity, relationships, and purpose — also play an important role when preparing for a retirement that may last decades.

Monday, March 9, 2026

Divorcing in Connecticut and dealing with a teacher pension? Learn how the Connecticut Teachers’ Retirement System (CTRS) is divided, how coverture fractions work, and what it means for your long-term retirement income.

Friday, March 6, 2026

February’s markets were steady on the surface but active underneath. Leadership shifted beyond large tech stocks, rate expectations evolved, trade policy developments returned to headlines, and consumers remained cautious.

Monday, March 2, 2026

Newly married? Learn key financial planning steps to review in your first year — including beneficiaries, bank accounts, insurance, estate documents, and taxes.

Thursday, February 26, 2026

Connecticut TRS pensions may fall under either a 50% teacher-specific deduction or the state’s general pension exemption. These different tax rules can influence how teacher pensions are treated in retirement.

Monday, February 23, 2026

Caregiving responsibilities can affect your long-term plans in subtle ways. Understanding how caregiving fits into your financial situation can help you recognize trade-offs early and identify areas where additional support may be helpful.

Wednesday, February 18, 2026

Aging in place means staying where you are as life changes. Home updates, community support, care needs, and costs can all factor into whether staying put remains practical and sustainable as you age.

Friday, February 13, 2026

Life after work comes with new decisions about time, money, housing, and health. Thinking through those choices early can help shape how your retirement unfolds.

Wednesday, February 11, 2026

Connecticut pension tax rules allow some retirees to deduct qualifying pension income from state taxes. Whether the deduction applies depends on income level, pension type, and residency status.

Monday, February 9, 2026

Are you responsible for your spouse’s debt? Learn how debt responsibility works during marriage, divorce, and after a spouse’s death — including the role of joint accounts, state laws, and life changes.

Friday, February 6, 2026

Markets started 2026 with mixed results as interest rates held steady, inflation continued to affect households, and economic activity showed signs of slowing in some areas.

Wednesday, February 4, 2026

A 401(k) loan can seem convenient, but it affects more than just your account balance. Learn how 401(k) loans work, the long-term tradeoffs, and when borrowing from retirement savings may or may not make sense.

Monday, February 2, 2026

Money decisions affect nearly every part of a couple’s life. From income and shared expenses to children and retirement, these conversations shape how couples make day-to-day and long-term financial choices together.

Friday, January 30, 2026

2026 retirement contribution limits include higher caps for 401(k)s, IRAs, and SIMPLE plans, as well as updated income thresholds for deductions and Roth eligibility.

Wednesday, January 28, 2026

When you have flexibility in your budget, should you pay off student loans early or save for retirement? Learn how loan terms, interest rates, workplace benefits, and cash flow work together to help balance both goals at the same time.

Monday, January 26, 2026

After a divorce, the house can be both your largest asset and biggest expense. Learn the financial trade-offs of keeping versus selling your home—and how the decision can affect cash flow, savings, and long-term plans.

Wednesday, January 21, 2026

Connecticut updated its IRA rules in 2026, changing how certain IRA distributions are treated for state income tax purposes. Eligibility for the state deduction depends on income levels, account type, and residency status.

Friday, January 16, 2026

Wondering what the new year holds for the markets? A look at the key economic, interest rate, stock, bond, and policy themes investors are watching in 2026.

Wednesday, January 14, 2026

How much house can you really afford? Learn how to think beyond mortgage pre-approvals, avoid becoming house poor, and choose a home budget that fits your life — including costs and considerations for buying in Connecticut.

Monday, January 12, 2026

When one spouse handles the finances, what happens if life changes suddenly? Illness, loss, or other life changes can expose gaps and show why working with a financial advisor helps create continuity for both spouses.

Friday, January 9, 2026

December brought quieter markets, easing inflation data, and interest-rate changes as 2025 came to a close.

Wednesday, January 7, 2026

Thinking about wintering somewhere warm? Here’s what Connecticut snowbirds should know about affordability, residency, taxes, and everyday logistics before they fly south.

Monday, January 5, 2026

When you’re considering a divorce, understanding your finances can be a helpful first step. Taking stock of assets, expenses, income, and documents can help you feel more organized, regardless of what you decide.

Wednesday, December 31, 2025

Thinking about financial resolutions for the new year? These practical money check-ins can help you build an emergency fund, manage debt, review spending, care for loved ones, and contribute to retirement — without a big lifestyle overhaul.

Wednesday, December 24, 2025

Ever wonder why Santa never retires? What keeps the world’s most dedicated worker showing up year after year? Discover what keeps him going — and why many people feel the same way about the work and hobbies they love.

Wednesday, December 17, 2025

Holiday travel can get expensive fast. From crowded airports to family hosting costs, here’s what people often forget to budget for—and simple ways to make the season feel a little easier.

Monday, December 15, 2025

Holiday costs add up fast. Regifting can help you reduce spending, avoid impulse purchases, and give to others without adding stress to your budget.

Friday, December 12, 2025

Holiday bonuses come in all sizes — but the best use depends on your goals. Learn how to spend, save, or invest your extra income and avoid common mistakes as you plan for 2026.

Wednesday, December 10, 2025

RMD rules can be confusing, especially as requirements change. Learn when they start, how they’re calculated, what happens if you miss a withdrawal, and how they can fit into your year-end planning.

Monday, December 8, 2025

Feeling overwhelmed by holiday spending? Discover ways to ease financial stress, simplify traditions, and enjoy the season without losing what makes it special.

Friday, December 5, 2025

November saw early volatility, missing economic data, and a steadier finish as markets looked ahead to the Fed meeting and new jobs reports.

Wednesday, December 3, 2025

As 2025 winds down, it’s a good time to check in on your savings, investments, and goals — and make sure your finances are on track for 2026.

Monday, December 1, 2025

The holidays can be hard after a divorce. Learn practical ways to plan, budget, and celebrate within your means while keeping the season joyful.

Monday, November 24, 2025

Black Friday and Cyber Monday can be fun holiday traditions that don’t have to derail your finances. Learn smart shopping tips, budgeting tips, and payment strategies to help keep your budget on track for the new year.

Friday, November 21, 2025

Thinking about a Roth conversion before year-end? Learn why December 31 matters, how 2025 tax brackets may affect your taxes, and when it might make sense to wait.

Wednesday, November 19, 2025

With new tax rules set to take effect in 2026, 2025 is a key year for charitable giving. Discover tax-smart ways to give this holiday season — from donor-advised funds to IRA gifts — and make your generosity count.

Monday, November 17, 2025

After the loss of a spouse, questions about long-term care you once expected to face together now fall to you alone. Learn about long-term care planning options for widows in Connecticut and how they can fit into your financial plan.

Thursday, November 13, 2025

Financial exploitation often targets older adults. Explore ways to identify elder financial fraud, avoid common scams, and start helpful money conversations with loved ones.

Wednesday, November 12, 2025

Does Connecticut tax Social Security benefits? For many retirees, the answer is no — but it depends on your income. Learn the current rules, how exemptions work, and how Connecticut compares with nearby and popular retirement states.

Monday, November 10, 2025

Helping a parent with Medicare can feel daunting. Learn key dates, what to check, and how those conversations can spark your own retirement planning.

Friday, November 7, 2025

October’s markets stayed steady as rate cuts, inflation trends, and economic shifts continued to shape the outlook for year-end.

Wednesday, November 5, 2025

Traditional vs. Roth IRA — what’s the difference? Learn how each IRA works, how they’re taxed, and which may fit your retirement goals best. Understand income limits, contribution rules, and early withdrawal considerations for investors.

Monday, November 3, 2025

Alimony can change how you budget, save, and plan. Learn what it means for your taxes, retirement, and income — and how financial planning can help you prepare for life after divorce.

Friday, October 31, 2025

What happens when you live forever but your savings don’t? In this Halloween guest post, a centuries-old vampire recounts his grim fate of outlasting his fortune.

Wednesday, October 29, 2025

Medicare Open Enrollment happens each fall. Learn what to review, what’s changing for 2025 and 2026, and how these updates may affect your retirement budget.

Monday, October 27, 2025

Talking about money with your teen doesn’t have to be stressful. Learn how to explain student loans, debt, and credit in simple terms — and help them build financial literacy before college.

Friday, October 24, 2025

Social Security and Medicare continue during a government shutdown, but some services may slow down. Learn how shutdowns affect student loans, retirement accounts, and financial planning.

Thursday, October 23, 2025

Risk tolerance is your comfort level with investment ups and downs. Learn what it means, the types of risk tolerance, and how it can change over time.

Wednesday, October 22, 2025

Family conversations about special needs financial planning can be hard, but they are important to have. Discover how to talk about trusts, caregiving, and benefits in a way that helps your family plan together for your loved one’s future.

Monday, October 20, 2025

After a divorce, your digital life may still be linked to your ex through logins, subscriptions, or smart devices. Learn why reviewing your online accounts matters when building financial independence after a separation.

Thursday, October 16, 2025

Wealth isn’t just about how much you have — it’s about how easily you can use it. Learn why liquidity matters and how to balance long-term assets with accessible cash.

Tuesday, October 14, 2025

Financial planning looks different when you’re single. Explore budgeting, career, investing, and insurance strategies to help you manage your money now and keep your future plans on track.

Thursday, October 9, 2025

Health and finances are closely connected. Explore how financial planning can help you prepare for healthcare expenses, long-term care, and retirement needs while supporting your overall well-being.

Wednesday, October 8, 2025

Raises and bonuses can feel like extra money, but lifestyle creep can quietly take it away. Discover how to enjoy income increases while still saving, investing, and keeping your long-term goals on track.

Monday, October 6, 2025

A QDRO is often required to divide workplace retirement accounts after divorce. Learn how QDROs work, who files them, costs, and special rules for Connecticut retirement systems.

Thursday, October 2, 2025

Downsizing in retirement can cut expenses and make equity available— but it also brings hidden costs and lifestyle changes. Discover what to consider before moving, from finances to family ties.

Wednesday, October 1, 2025

A financial planner does more than manage investments. We guide clients through investing, retirement, taxes, and life transitions—all with their goals in mind.

Monday, September 29, 2025

After losing a spouse, Social Security can feel confusing. Learn when to start survivor benefits, how remarriage affects eligibility, and what tax rules may mean for your retirement planning decisions.

Thursday, September 25, 2025

Wondering if you can retire early? Explore what early retirement means, how much you may need, key risks to consider, and steps you can take today to get there.

Wednesday, September 24, 2025

What really drives the stock market over time? Learn how corporate earnings, consumer spending, and innovation fuel long-term investing—and why planning, diversification, and steadfastness matter more than headlines.

Monday, September 22, 2025

Facing divorce after 50 raises unique financial questions. Explore practical insights on retirement, healthcare, housing, and estate planning to help women navigate the financial side of a gray divorce.

Friday, September 19, 2025

In honor of Talk Like a Pirate Day, we invited a special guest blogger from the seven seas to share his perspective on I-RRR-As, 401(k)s, and saving treasure for retirement.

Thursday, September 18, 2025

Life insurance can support a loved one with special needs, but beneficiary choices matter. Learn how to structure policies with Special Needs Trusts to help preserve benefits and provide long-term care support.

Thursday, August 21, 2025

Saving for retirement looks different in every decade. Learn what to focus on in your 20s through 70s, from account types and catch-up contributions to RMDs and retirement income planning.

Wednesday, August 20, 2025

Saving and investing aren’t the same. Learn how to tell the difference, when to use each, and how a balanced approach can help you reach both short-term needs and long-term financial goals.

Monday, August 18, 2025

Buying a home on your own? Learn what single women should know before they buy—from affordability rules to planning tips and long-term financial goals.

Thursday, August 14, 2025

Selecting the right guardian for a child with special needs helps ensure long-term care and financial independence. Learn how to evaluate potential guardians and integrate trusts, estate plans, and government benefits into your planning.

Wednesday, August 13, 2025

Strong earnings continue to support markets, even as job growth slows and trade concerns reemerge. Inflation is cooling, but Fed caution keeps the late-summer outlook measured.

Monday, August 11, 2025

Divorce changes your financial responsibilities, and your life insurance should reflect that. Learn how to update your coverage, choose the right type of policy, and protect the people who count on you.

Thursday, August 7, 2025

Missed your RMD? It happens, but the penalty doesn’t have to. Learn how to fix it, avoid IRS issues, and keep your retirement plan on track.

Wednesday, August 6, 2025

Stress and nonstop news cycles can lead to emotional investing—and that can hurt your long-term goals. Discover what emotional investing is, how it affects decision-making, and what to do instead.

Monday, August 4, 2025

What does early retirement look like when you define it for yourself? Step off the traditional path and explore how women are redefining early retirement and what it takes to create a plan around the life you truly want.

Thursday, July 31, 2025

Thinking of returning to work after retirement? Learn how unretiring can impact your finances, health benefits, and lifestyle, and discover tips to navigate the transition smoothly.

Wednesday, July 30, 2025

Markets have hit new highs, but questions around inflation, interest rates, and policy remain. Here’s what to know as we head into the second half of 2025.

Monday, July 28, 2025

Divorce changes more than your relationship status. Learn how to update beneficiaries, retitle accounts, and revise your estate plan to reflect your new life.

Thursday, July 24, 2025

Should you use a Special Needs Trust or a 529A ABLE account? Both offer financial benefits, but they serve different purposes. Learn how they compare and which one (or both) may be right for your loved one’s financial future.

Wednesday, July 23, 2025

Wondering how your money can grow over time? Learn how compound interest works, why it’s so powerful, and why starting early makes a big difference—no matter your stage of life.

Monday, July 21, 2025

New income brings new opportunities. Explore how women can use a raise to build long-term financial momentum—from tax planning to retirement.

Friday, July 18, 2025

The new OBBBA tax law brings big changes for individuals, families, and businesses. From deductions and credits to estate planning and small business rules, here’s what you need to know—and how to plan ahead.

Thursday, July 17, 2025

Discover why estate planning isn't just for physical assets. Learn how to protect your digital accounts, photos, cryptocurrency, and other important assets to ensure your loved ones can access them.

Wednesday, July 16, 2025

What might the second half of 2025 hold for your investments? Here's what to know about the economy, markets, earnings, and interest rates—and why staying focused matters more than reacting to headlines.

Monday, July 14, 2025

Post-divorce tax planning starts with understanding how divorce can change your tax filing status, affect who claims dependents, and impact your financial plans. Learn how to approach taxes after divorce with clarity and confidence.

Thursday, July 10, 2025

Changing jobs? Learn how to handle 401(k) rollovers, stock options, insurance gaps, and new benefits. Smart steps now can help protect your financial future during a job transition.

Wednesday, July 9, 2025

Markets ended the quarter on strong footing, supported by resilient earnings, steady Fed policy, and a calmer global backdrop. Read more about what drove the Q2 rally and what’s next.

Monday, July 7, 2025

Navigating finances after a loss isn’t easy. Learn what widowed women need to do in the early days—from benefits to Social Security.

Thursday, July 3, 2025

Discover the essential guide to buy-sell agreements for business owners. Learn how to plan for your company’s future, protect your legacy, and ensure a smooth transition with this friendly and practical advice.

Wednesday, July 2, 2025

Markets are always shifting, but long-term investing principles stay steady. Here’s what investors should know about navigating today’s economic uncertainty.

Monday, June 30, 2025

Single parenting after divorce brings new financial challenges. Get budgeting, savings, insurance, and retirement tips to help build financial stability as a solo parent.

Thursday, June 26, 2025

From budgeting and debt repayment to retirement planning, discover how to handle a financial windfall wisely and avoid common pitfalls.

Wednesday, June 25, 2025

Markets were mixed as investors reacted to steady Fed policy, weaker retail sales, and rising global risks. Read more about recent data and what to watch this week.

Tuesday, June 24, 2025

Traveling abroad this summer? Learn what travel health insurance covers, when it may be required, and how to prepare financially for unexpected medical costs while overseas.

Monday, June 23, 2025

Learn how women can adjust their finances in the empty nest stage—update budgets, boost retirement savings, and plan for what's next.

Friday, June 20, 2025

Planning for healthcare costs in retirement is essential. Learn how to anticipate expenses, explore long-term care options, and integrate healthcare into your financial strategy.

Wednesday, June 18, 2025

Stocks slipped as global tensions flared, offsetting gains from softer inflation and improved consumer sentiment. Key updates on retail sales, housing, and the Fed are ahead.

Monday, June 16, 2025

Dividing retirement savings in divorce can be complex. Discover how to split 401(k)s, IRAs, and pensions the right way—and avoid costly mistakes that could impact your future.

Thursday, June 12, 2025

From look-back periods to estate recovery, Medicaid planning is full of potential missteps. Learn what to avoid and how to protect financial support for someone with special needs.

Wednesday, June 11, 2025

Stocks climbed on AI momentum, improving trade sentiment, and a solid jobs report. Investors now turn their attention to inflation and consumer outlooks.

Tuesday, June 10, 2025

Over 200 clients and guests joined Capital Wealth Management for our 12th Client Appreciation Event at the Riverhouse at Goodspeed Station in Haddam, CT.

Monday, June 9, 2025

Unmarried women in committed relationships often face unique legal and financial challenges. This guide offers thoughtful planning tips to help protect what matters most—your partner, your assets, and your future.

Friday, June 6, 2025

Tom Hine shares highlights from the May 2025 Ed Slott IRA Advisor Workshop, where he gained insights into SECURE Act updates, spousal beneficiary rules, and smart retirement tax strategies.

Thursday, June 5, 2025

Make the most of your finances this year! Check out our simple tips for a midyear financial review, and take control of your budget, investments, and retirement goals.

Wednesday, June 4, 2025

Markets rose on AI momentum, strong tech earnings, and softer inflation. Investors await more data as the Fed maintains a cautious stance.

Monday, June 2, 2025

Newly divorced and managing money on your own? Explore financial planning for women after a divorce— take control of your money, create new goals, and start fresh with a plan that fits your life today.

Friday, May 30, 2025

The 529-to-Roth IRA rollover allows tax-free transfers of unused college savings into retirement accounts. Learn how this impacts financial planning and how to take advantage of the opportunity.

Thursday, May 29, 2025

Markets moved lower as bond yields rose and investors weighed the potential impact of new fiscal proposals. Housing and business activity offered mixed signals.

Tuesday, May 27, 2025

More women are earning the bulk of their household income. Explore financial tips for female breadwinners—from budgeting and retirement planning to estate and emergency preparation.

Thursday, May 22, 2025

A Letter of Intent (LOI) helps guide future caregivers by documenting essential information about a loved one’s daily routine, medical care, and financial needs. Learn how an LOI supports Special Needs Trusts and long-term planning.

Wednesday, May 21, 2025

Markets rose on tariff relief before a U.S. credit downgrade ended the week on a cautious note. Inflation cooled, but economic uncertainty lingers.

Monday, May 19, 2025

Budgeting after divorce doesn’t have to feel restrictive. Learn how women can manage expenses, set financial goals, and build a new budget that supports both freedom and stability.

Thursday, May 15, 2025

Tired of financial clutter? Learn simple ways to organize your documents, automate bills, and prepare for tax season. A tidy financial life makes planning easier—and less stressful.

Wednesday, May 14, 2025

Markets dipped slightly after recent gains. Get the latest on inflation, consumer sentiment, interest rates, and what to watch in the week ahead.

Monday, May 12, 2025

Setting clear financial boundaries is key when your adult child moves back home. Learn how women can balance financial priorities while supporting their child’s transition to independence.

Thursday, May 8, 2025

Choosing when to claim Social Security is one of the most important retirement decisions you'll make. Learn how timing affects your benefits, key factors to consider, and strategies to maximize your income for a secure retirement.

Wednesday, May 7, 2025

Strong earnings and job growth helped markets rise last week, even as consumer confidence dipped. We break down the key data and what it means for your financial outlook.

Monday, May 5, 2025

Divorce in your 30s or 40s doesn't mean starting over—it means starting smarter. Learn how to rebuild emotionally and financially with steps for budgeting, planning, and embracing a meaningful new chapter.

Wednesday, April 30, 2025

Markets rose last week on strong earnings and easing trade tensions. Get the highlights on economic data, stock and bond performance, and what to watch this week.

Monday, April 28, 2025

Women balancing careers and caregiving face tough financial decisions. Discover strategies to support aging parents while protecting your own financial future.

Thursday, April 24, 2025

Navigating government benefits and special needs financial planning can be complex. Learn how Medicaid, SSI, and SSDI impact financial decisions, and discover strategies to protect benefits while planning for long-term security.

Wednesday, April 23, 2025

Retail sales rose in March, supported by strong auto demand. But trade tensions and mixed housing data created headwinds for markets. Bond yields fell, flashing caution. This week’s focus: business sentiment, home sales, and durable goods.

Tuesday, April 22, 2025

ESG investing helps align your financial goals with environmental and social responsibility. Learn about the benefits, controversies, and how to integrate ESG into your investment strategy.

Wednesday, April 16, 2025

Cooling inflation and a temporary tariff pause helped lift markets, while small business and consumer sentiment continued to slide. This week's focus is retail, housing, and trade data.

Tuesday, April 15, 2025

The recent market decline has been fueled by sudden tariff increases and rising trade tensions. Learn how past crises compare—and why policy changes may hold the key to recovery.

Monday, April 14, 2025

Deciding between saving for retirement or your child's college? Women face unique financial challenges, but with the right strategy, you can achieve both. Learn how to balance these priorities effectively.

Thursday, April 10, 2025

Learn why your 401(k) is still one of the best ways to save for retirement, with updated insights and tips to maximize your savings.

Wednesday, April 9, 2025

Business confidence declined in March, while new tariffs weighed on markets. Investors are watching inflation, small business sentiment, and global economic trends this week.

Tuesday, April 8, 2025

Planning for a loved one with special needs can feel overwhelming. From government benefits to long-term financial strategies, knowing where to start is half the battle.

Wednesday, April 2, 2025

March ended with mixed economic data. Consumer confidence fell, inflation ran hot, and markets pulled back. Investors will be watching jobs, trade, and ISM reports in early April.

Tuesday, April 1, 2025

Every smart pup needs a plan to manage their bones! Guest blogger Fred shares how to sniff out good habits, bury bones wisely, and keep your treat stash full for the long haul.

Monday, March 31, 2025

Navigating finances after divorce can be challenging, especially for women. Learn how to divide assets, manage income, and plan for your future.

Thursday, March 27, 2025

Should you pay off your mortgage early? Before making a decision, consider key factors like high-interest debt, retirement savings, emergency funds, and college costs. Learn how to prioritize your financial goals effectively.

Wednesday, March 26, 2025

The housing market showed mixed signals as lower mortgage rates supported sales but dampened builder sentiment. Stocks broke a four-week losing streak as market volatility eased.

Wednesday, March 19, 2025

February inflation cooled, but market volatility persisted as stocks reacted to tariff concerns. This week’s focus includes retail sales, housing data, and the Fed’s rate decision.

Monday, March 17, 2025

Teaching kids about money doesn't have to be complicated. Discover simple strategies to help your children develop smart financial habits and lifelong money skills.

Thursday, March 13, 2025

Tax season isn’t just about deadlines—it’s also prime time for scammers. Learn how to protect yourself from tax identity theft, avoid fraudulent tax preparers, and recognize IRS impersonation scams.

Wednesday, March 12, 2025

Stay updated with key economic trends, market movements, and upcoming financial data releases. Get insights on employment, inflation, and investment trends.

Wednesday, March 5, 2025

Consumer confidence dipped sharply, personal spending declined, and market volatility increased. Get insights on key market trends and upcoming economic reports in this week’s update.

Monday, March 3, 2025

Losing a spouse is overwhelming, but you don’t have to manage finances alone. Learn practical steps for navigating estate administration, budgeting, and long-term financial planning during this challenging time.

Thursday, February 27, 2025

When should you take Social Security? Get answers to common questions about retirement benefits, spousal rules, and working while collecting benefits.

Wednesday, February 26, 2025

Home builder confidence fell, economic data softened, and market sentiment shifted. Get insights on key market trends and what’s ahead for consumer confidence, GDP, and spending in this week’s update.

Thursday, February 20, 2025

Pets are family, too! Learn how to include your pet in your estate plan—whether through a trust or a designated guardian—so their care continues, no matter what.

Wednesday, February 19, 2025

Inflation is heating up, retail sales took a hit, and tech stocks bounced back. Get the latest on market trends and what’s ahead for the economy this week.

Thursday, February 13, 2025

Planning a wedding is exciting, but it can come with a big price tag for couples, families, and even guests. Learn tips to help everyone involved keep wedding costs manageable—from handling hidden fees to budgeting for travel and attire.

Wednesday, February 12, 2025

Get the latest insights on job market trends, inflation expectations, and stock performance in our weekly market update. Learn what’s driving the economy and what to watch for in the coming days.

Tuesday, February 11, 2025

Wondering when to start Social Security? Deciding between early benefits or waiting for higher payments depends on factors like income, health, and taxes. Learn how to make the right choice for your retirement.

Tuesday, February 4, 2025

This week’s market update covers slowing GDP growth, AI-driven stock movements, and steady interest rates. Learn how consumer confidence, spending, and employment trends could impact the financial landscape in the coming weeks.

Monday, February 3, 2025

Learn about the 2025 Medicare premium changes, including IRMAA surcharges and planning strategies, to help manage healthcare costs in retirement.

Thursday, January 30, 2025

Learn how to avoid common mistakes with required minimum distributions (RMDs) as we explain the rules, offer practical tips, and show how to simplify RMDs for retirement success.

Monday, January 27, 2025

Learn how international markets outperformed amid mixed U.S. economic data. Explore updates on home sales, jobless claims, and what's ahead for GDP growth and consumer confidence this week.

Friday, January 24, 2025

Learn how the super catch-up contribution, starting in 2025, allows individuals aged 60 to 63 to save more for retirement. Discover how to maximize your savings and plan for a more financially secure future.

Tuesday, January 21, 2025

Last week's inflation data brought relief, boosting markets and bank earnings. Learn more about the latest economic reports and what to expect this week.

Tuesday, January 21, 2025

Wondering what 2025 holds for your investments? Explore key trends, including interest rates, earnings growth, and economic drivers, to help you plan for the year ahead.

Thursday, January 16, 2025

Build a safety net for life’s surprises with an emergency fund. Discover how much to save, smart strategies to grow your fund, and where to keep it.

Monday, January 13, 2025

Inflation concerns dominated the markets last week as the Fed’s caution reshaped rate-cut expectations. Explore what this means for stocks, bonds, and the economy as we dive into 2025.

Wednesday, January 8, 2025

Big news for retirees! The Social Security Fairness Act repeals WEP and GPO rules, increasing benefits for many government workers. Learn what this means for your financial future and how to take the next steps.

Monday, January 6, 2025

Start the new year with the latest market insights! This week’s blog covers recent data on manufacturing, home sales, and the Fed’s next moves. Stay informed about equity trends, employment updates, and financial planning in 2025.

Thursday, January 2, 2025

Start your year on the right financial foot! From paying off debt to planning for major life goals, learn actionable tips to improve your financial health.

Monday, December 23, 2024

Explore how the latest Fed rate cut could impact inflation, employment, and market opportunities as we head into 2025. Learn why balance and long-term focus matter in navigating economic shifts.

Friday, December 20, 2024

Hiring rebounded, consumer confidence improved, and the service sector moderated in November. Learn more about this month's key economic trends and what they mean as we head into the new year.

Wednesday, December 18, 2024

Stay informed before the holiday break! Dive into the latest market trends, including inflation data, small business optimism, and what to expect from this week’s Federal Reserve meeting.

Tuesday, December 17, 2024

Family gatherings are the perfect time for important conversations about estate planning. Learn what to ask, how to start, and why these chats can save time, stress, and money later.

Monday, December 9, 2024

Get the latest market updates for the week of December 9, 2024, including hiring rebounds, tech market trends, and upcoming inflation data. Plus, find practical tips to navigate economic shifts confidently.

Wednesday, December 4, 2024

Curious about November 2024 economic trends? Explore October's highlights, from job growth to consumer confidence, breaking down key signals and what they reveal about the economy.

Tuesday, December 3, 2024

Wrap up 2024 with confidence. Our year-end financial planning tips cover retirement savings, tax strategies, estate planning, and more to set you up for success in 2025.

Tuesday, November 19, 2024

Explore tax-smart strategies for charitable and family gifting this holiday season. From donor-advised funds to 529 plans, discover how to maximize your giving while staying financially savvy.

Friday, November 1, 2024

Our CEO and Principal, Tom Hine, shares insights from his recent advanced training with Ed Slott's Elite IRA Advisor Group, bringing you the latest updates in retirement planning and tax law changes that could impact your financial future.