THE SILVER LINING BLOG

This month, my newsletter explores the following topics: • Four main types of life insurance • Retirement rule changes coming in 2026 • Americans reset 2026 money goals • IRS changes you should know in 2026 As the year progresses, it doesn’t appear to be bringing greater global stability. Being prepared is the name of the game amid such volatility. If you would like to be proactive and revisit your earlier planning decisions, don’t hesitate to give me a call.   M

This month, my newsletter explores the following topics: • How the biggest wealth shift may affect you • Key changes to the charitable deduction in 2026 • New senior tax break could help millions • 2026 tax brackets may boost take-home pay Every day brings news reports from home and abroad – each event carrying its own potential economic implications. You might wonder whether your portfolio strategy is designed to capitalize on these developments. Don’t hesitate

This month, my newsletter explores the following topics: • Medicare negotiates lower prices on fifteen popular medications • The ‘common man’ rule of retirement spending • How annuities help balance income and inheritance • Will this 401(k) rule hurt your savings? As the new year begins, it may feel like a clean slate, but the underlying drivers of market volatility and economic uncertainty persist. Please get in touch with me if you want to discuss how I might a