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The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

by Kenny | Jul 15, 2026 | Weekly Newsletter

When people think about retirement, they often focus on one thing: the stock market. They worry about the next downturn, the next recession, or the next headline predicting financial uncertainty. While market volatility is certainly something to consider, it may not...
Why Financial Confidence Starts With a Plan, Not a Product

Why Financial Confidence Starts With a Plan, Not a Product

by Kenny | Jul 9, 2026 | Weekly Newsletter

Retirement isn’t built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles, one factor often has the greatest impact on long-term success: having a comprehensive financial plan....
Why a Retirement Income Plan Matters More Than Your Investment Returns

Why a Retirement Income Plan Matters More Than Your Investment Returns

by Kenny | Jul 1, 2026 | Weekly Newsletter

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate when their balances increase. But when retirement finally arrives, one question becomes far more important than, “How...
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

by Kenny | Jun 26, 2026 | Weekly Newsletter

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026 | Weekly Newsletter

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

by Kenny | Jun 11, 2026 | Weekly Newsletter

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
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Recent Posts

  • The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan
  • 7 Medicare Mistakes That Could Cost You Thousands in Retirement
  • Weekly Market Commentary
  • Why Financial Confidence Starts With a Plan, Not a Product
  • Weekly Market Commentary
  • Medicare Myths That Could Cost You Money in Retirement
  • The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag
  • Why a Retirement Income Plan Matters More Than Your Investment Returns
  • IRS Provides Fix for Trump Account Gift Tax Issue
  • “The Law of the Plan is the Law of the Land”

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