Most people assume estate planning only applies to wealthy individuals or retirees. The truth is, planning for the future is essential for everyone. Whether you're single, married, a parent, or a business owner, having the right legal documents in place can protect your loved ones, your assets, and your peace of mind. At the heart of a solid estate plan are tools like wills, trusts, … [Read more...]
What The AI Boom Means for Your Retirement Survival
A New Era of Tech, a New Set of Risks and Rewards for High-Income Professionals If you’re a high-income professional thinking about retirement in the next 5 to 10 years, you’re not just planning for the finish line—you’re navigating a moving target. The AI boom of 2025 is creating one of the most explosive investment cycles in decades. But what does that mean for your financial plan? At Wurz … [Read more...]
Midlife Money: Financial Planning Priorities in Your 40s and 50s
Your 40s and 50s are critical decades when it comes to personal finance and retirement planning. For many, these are peak earning years, but they’re also the years when retirement starts to feel less theoretical and more real. That makes it the perfect time to get focused, get serious, and fine-tune your strategy for the years ahead. Here's what to prioritize: 1. Start Projecting Your … [Read more...]
Social Security Updates for 2025: What You Need to Know
This year has already brought significant changes to Social Security, especially for public service employees like teachers, firefighters, police officers, and other government workers. The most notable development is the repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), which have long affected the Social Security benefits of these dedicated … [Read more...]
Navigating Market Volatility with Confidence
The stock market has recently been experiencing increased turbulence due to various factors, including government policy uncertainty around tariffs, renewed inflationary pressures, and AI skepticism. You may be wondering what this all means for your investments and how it will affect your retirement plans. While the news headlines can be unnerving, especially for those in or near retirement, … [Read more...]
Chart of the Month: New Tariffs Signal a Major Shift in U.S. Trade Policy
In early April, the U.S. administration unveiled an aggressive new round of tariffs that could reshape global trade dynamics. A standard 10% tariff will now apply to most imports—regardless of origin—unless specific exclusions are made. In addition, a second layer of tariffs, dubbed “reciprocal tariffs,” targets around 60 countries identified as trade offenders based on their policies toward … [Read more...]
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