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Don't miss our 2026 Q3 Market Update Webinar, where we discuss the latest developments in the economy and financial markets. During the webinar, President and CIO, Matt Wilson, covers the Federal Reserve's interest rate outlook, economic growth trends, corporate earnings, and inflation, along with what these factors could mean in the months ahead.
Are you facing an earlier-than-expected retirement? Life doesn't always go according to plan. Whether retirement comes sooner than expected because of a job change, company restructuring, health concerns, or another unexpected event, it can leave you with a lot of questions. That's why it's important to have a plan. In this webinar, we talk through some of the key decisions that often come with an unexpected retirement, including: • Health insurance options • Social Security timing • Pension decisions • Managing debt • Creating a retirement income plan • Investment considerations
Don’t miss the 2026 Q2 Market Update Webinar, where we share valuable insights on the economy and markets. In this session, we covered key topics including the Federal Reserve’s interest rate expectations for 2026, economic growth trends, corporate earnings insights, and the latest outlook on inflation.
This webinar is designed to help prepare you for your spending needs in retirement BEFORE you retire. During this event, we have: Learned what retirees are actually spending and how to evaluate your own spending needs. Seen whether your spending plans align with the resources you have available. Identified how to build margin into your plan for entertainment, emergencies, and unexpected expenses.
Many retirees are surprised by how different taxes look in retirement. Tax rates can change from year to year, often based on when and how you use different income sources to cover your expenses. With a thoughtful approach, the tax code can work in your favor. The goal is to understand what taxes you may face at different stages of retirement and how to make informed decisions along the way. During this webinar, we covered: - The key tax questions to answer BEFORE you retire - Common surprises that can make retirement more expensive - How taxes impact Social Security and Medicare - What the Social Security tax trap is and how to avoid it - Why withdrawing assets in the wrong order can increase Medicare premiums - The four stages of retirement and the most important tax actions in each stage, including common IRA challenges - Mistakes to avoid with your investment portfolio, health care decisions, and estate planning
In this webinar we focused on the most important OBBA (“One Big Beautiful Bill Act”) tax changes affecting pre-retirees (age 50+) and retirees as we head into 2026 and beyond. This legislation made several major tax provisions permanent and introduced additional changes that may impact your retirement income plan, Social Security taxation, and Medicare premiums. Areas of discussion included: 2026 updates to Social Security and Medicare (COLA, earnings test, IRMAA) Individual tax rate changes made permanent, and what that means for 2026 Standard deduction updates and the new senior deduction (age 65+, income-limited) SALT deduction cap changes and who may benefit Estate tax exemption updates and planning considerations Retirement tax planning opportunities, including Roth conversions and income timing