THE SILVER LINING BLOG

This month, my newsletter explores the following topics: Why inflation is called retirees’ greatest enemy Steps to take to achieve debt freedom Three key things to know about annuity taxes Six changes coming to Social Security in 2026 It can be challenging to understand how the markets are responding to the rapid shifts in global and domestic events. However, virtually all change brings with it opportunity. Please get in touch with me if you would like to discuss how this vol

This month, my newsletter explores the following topics: Many overestimate life insurance costs and coverage How cash balance plans boost retirement savings Potential 2026 tax savings from the new bill New financial bill’s five key policy changes Summer is coming to a close, and thoughts are starting to focus on the holidays and year-end. Although it may seem early, now is the perfect time to take steps to maximize your savings efforts with year-end strategies. Please get in

This month, my newsletter explores the following topics: What are life insurance retirement plans or LIRPs? Three financial documents to...