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From Gold to Fiat Currency to Your Retirement

From Gold to Fiat Currency to Your Retirement

by Kyle Williams | Jul 13, 2026 | History, Income Strategies, Retirement Planning

For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the most famous of these anchors was the...
How Will You Pay for Long-Term Care in the Future?

How Will You Pay for Long-Term Care in the Future?

by Kyle Williams | Jul 8, 2026 | Long Term Care, Retirement Planning

Even though you’re a long time away from needing long-term care, now is the time to plan. Anestimated 70% of Americans currently age 65 will need long-term care at some point, and costs can bestaggering.1 If you have a 70% chance of needing long-term care, you...
Rethinking the Million-Dollar Retirement Benchmark

Rethinking the Million-Dollar Retirement Benchmark

by Kyle Williams | Jul 6, 2026 | Income Strategies, Retirement Planning, Tax Planning

If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did the $1 million retirement benchmark come from?...
3 Major Retirement Expenses to Include in Your Budget

3 Major Retirement Expenses to Include in Your Budget

by Kyle Williams | Jul 1, 2026 | Financial Planning, Long Term Care, Retirement Planning, Tax Planning

General retirement planning advice says that you’ll need about 80% of your pre-retirement income inretirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs areeasily overlooked – but these expenses could be high. When...
Navigating Your Financial Milestones as America Turns 250

Navigating Your Financial Milestones as America Turns 250

by Kyle Williams | Jun 28, 2026 | Financial Planning, Retirement Planning

On July 4, 2026, the United States will celebrate its 250th birthday, the Semiquincentennial. This milestone represents a celebration of history but also creates a moment to reflect on the evolution of the American Dream and the financial structures that support it....
Tax-Efficient Strategies for Summer Adventures and Beyond

Tax-Efficient Strategies for Summer Adventures and Beyond

by Kyle Williams | Jun 22, 2026 | Retirement Planning

For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule. However, the...
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