Why You Need a Human Advisor More than Ever Artificial intelligence is reshaping nearly every industry — and the investment world is no exception. From AI-curated stock picks to fully automated trading platforms, a new generation of tools promises to revolutionize the way you grow your wealth. The pitch is seductive: emotionless, data-driven machines analyzing billions of data points to find … [Read more...]
What to Do With Employer Stock When You Retire
The NUA & Roth Conversion Strategy Guide If you've accumulated substantial employer stock in your 401(k) during decades of service at a public company like Procter & Gamble, Kroger, or another Fortune 500 employer, retirement presents a critical tax planning decision. What you do with that company stock can make a difference of hundreds of thousands of dollars over your retirement … [Read more...]
What Does a Good Financial Advisor Actually Do for You–Especially Near Retirement?
What does a good financial advisor actually do for you? It's a question many people have - but rarely stop to ask. If you've never worked with an advisor, you may be wondering the same thing. And even if you already do work with an advisor, you might be unsure what they actually do. Many people are quietly being underserved--often without realizing it. To make matters worse, the variety … [Read more...]
6 Powerful Money Moves You Can Make Before Year-End 2025
November 21, 2025 As the year draws to a close, it’s the perfect time to review your financial picture and take steps that can lower your tax bill, boost retirement savings, and set you up for long-term success. Strategic year-end planning isn’t just for the ultra-wealthy—it’s for anyone who wants to make their money work for them. From tax-saving strategies to retirement moves, here are six … [Read more...]
What the Midas Buyout Means for Max Auto Supply Employees–How to Make the Most of It
If you work for Max Auto Supply, major changes are on the horizon. In June 2025, Mavis Tire Express Services Corp. acquired Midas International, one of North America’s most recognized tire and auto service brands. As a result of that deal, Midas is now set to purchase Max Auto Supply, a long-standing regional operation based in Toledo, Ohio. This upcoming acquisition—expected to close in … [Read more...]
Medicare for Retirees: A Simple How-To Guide for Your First Enrollment
Medicare is one of the most important programs for Americans as they transition into retirement. But it can also feel confusing, overwhelming, and, frankly, intimidating. With multiple “parts,” sign-up deadlines, penalties for late enrollment, and choices between public and private coverage options, knowing where to begin is crucial. This guide will break down the basics so you can feel confident … [Read more...]
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