Preparing for Retirement: What to Consider at 59½
Most birthdays come and go without much effect on your daily life. However, turning 59½ is a unique financial milestone.
July 1, 2026
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8 min read
Does Timing Matter? Investing Before or After an Election
During election season, people tend to talk more about the markets. As news stories shift and opinions spread, it’s normal for investors to have questions.
June 30, 2026
| 7 min read
What Is Legacy Planning and Do I Need It?
You’ve put in the effort to build your wealth and prepare for retirement. But have you thought about what comes after, both for you and…
June 5, 2026
| 8 min read
Retirement Readiness: Breaking Down Financial Planning
Are you truly retirement-ready — or just guessing? In this episode of Future Focus: A Financial Strategies Podcast, we’re breaking down financial planning and what…
June 2, 2026
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29 min watch
Your Biggest Financial Questions Answered: Listener Q&A #3
Your biggest financial questions answered in this episode: Are you doing all the “right” things for retirement, but still not sure where you actually stand?
May 19, 2026
| 30 min watch
5 Steps to Help Boost Your Employer-Sponsored Retirement Plan
When you think about retirement, what comes to mind? For some people, it’s freedom; more time with family, the ability to travel or finally pursuing…
May 7, 2026
| 10 min read
Estate Planning in 2026: What Families Really Need to Know
It’s now 2026 and the estate and gift tax exemption remains near $15 million. So what should families actually be doing now?
March 10, 2026
| 30 min watch
How to Prepare for Tax Season: What to Do Now
A new year always brings fresh forms, fresh limits—and fresh opportunities to keep more of what you earn. If you’re wondering how to prepare for…
February 25, 2026
| 10 min read