by Kyle Williams | May 11, 2026 | Retirement Planning
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to the FTC recorded losses of $2.4 billion, up from $1.9...
by Kyle Williams | May 4, 2026 | Long Term Care, Retirement Planning
Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time...
by Kyle Williams | Feb 23, 2026 | Financial Planning, Retirement Planning
In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with its own rules and regulations. Investors must...
by Kyle Williams | Feb 17, 2026 | Retirement Planning, Tax Planning
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that impact one’s...
by Kyle Williams | Jan 26, 2026 | Life Insurance, Retirement Planning
Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as it helps them assess the risk of...
by Kyle Williams | Jan 23, 2026 | Financial Planning, Investment Management, Retirement Planning, Uncategorized
Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture. What is risk tolerance? Risk tolerance is the degree of...
